You can set general file naming conventions for the firm as a whole, by office, or by business unit. Within a particular business unit, you can also create separate file naming conventions for clients and non-clients. By default, all entities are set to use the existing file name assigned to a file at upload.
You can view the current file naming conventions for the firm on the File naming conventions grid. This grid is also the starting place for creating or editing file naming conventions. To view the grid, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
Click Document > File Naming Conventions on the navigation panel.