How to: Setup Custom File Names

Click the File Naming module from the left navigation to access the naming convention builder.

Locate the transaction type you wish to change, then use the Actions drop-down and select Edit.

Next, determine the File Name Format. Use the < > symbols to add optional separators.

Use this drop-down to select the Custom Date Format, if applicable.

To enter a custom date format, first select a Date Format of Other, then type in your preferred date format.

Once the date format has been entered, you will see a date preview.

The available name convention value/variable list for each file type is always listed on the right. Any variable must be in curly brackets and separated by an underscore.

If everything looks good, click Save to submit the changes.

That's it. You have successfully configured file naming conventions in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.