Office & Dragons edits file names the same way it edits document contents. Your turnsheet will be applied to your file names just like it is to your files!

If you want to name all of your files according to a particular convention, using square-bracketed [placeholders] in your file names is a convenient way to do so.

For example, suppose you are using a Merge workflow to generate formalities certificates for a set of companies and you want to ensure that each formalities certificate file has the name of the company in it. You can use a square-bracketed placeholder within the file name, like Project Smaug - [Company Name].docx. When you upload the file to O&D, any text between square brackets is automatically extracted from the file names (as well as the documents) and added to your turnsheet. Filling in the [Company Name] column in the turnsheet would then ensures that the company name is included in each file.

If you want to put a placeholder in the name of a file you have already uploaded, you can easily rename an individual file in the Documents and Preview pane by clicking the 3-dot menu beside a file and pressing rename.

​