Smart Doc Name Format

The Smart Doc Name Format setting in Admin Center > Batch allows system administrators to define customized file naming conventions for batch-generated documents. This ensures consistency and clarity in how documents are named, making them easier to locate, sort, and manage across various delivery channels such as email, portals, and ad-hoc batches.

This feature uses a templating format to dynamically insert metadata into the file name based on the context of the document. It supports conditional logic and formatting to ensure the file name structure reflects the purpose, audience, and attributes of the document being generated.

How It Works #

The file name template is based on the value of TargetType, which determines the context in which the document is being delivered. Each TargetType uses different metadata fields to construct the final document name.

1. Ad-hoc Documents (TargetType == "adhoc") #

For ad-hoc batches, the document name can include the following elements if they are available:

• ContentType
• Organization
• AccountName (only if Purpose is "Clients")
• ProductName (only if Purpose is "Sales")
• AsOfDate (formatted as MM/dd/yyyy)
• Language
• Currency

Example Output:
Factsheet_ABCCompany_ABCGrowthFund_08/31/2025_EN_USD

2. Email Delivery (TargetType == "email") #

For documents delivered via email, the naming format includes:

• FirmName
• AccountName
• AsOfDate (formatted as MMM-dd-yyyy)
• AccountCode (always included)

Example Output:
Assette_ABCGrowthFund_Aug-31-2025_123456

3. Portal Delivery (TargetType == "portal") #

For documents published to the client portal, the following elements are used:

• FirmName
• IntendedUse
• Frequency
• AccountName (only if Purpose is "Clients")
• ProductName (only if Purpose is "Sales")
• AsOfDate (formatted as MMM-dd-yyyy)
• Timestamp (formatted as MMM dd yyyy HHmmssfff)

Example Output:
Assette_Factsheets_Monthly_ABCGrowthFund_Aug-31-2025_Aug 07 2025 132530456

4. Default Case (Other Target Types) #

If none of the specific target types apply, the default format includes:

• ContentName
• AccountName (only if Purpose is "Clients")
• ProductName (only if Purpose is "Sales")
• AsOfDate (formatted as MM/dd/yyyy)
• Language
• Timestamp (formatted as yyyyMMddTHHmmss)

Example Output:
Commentary_ABCGrowthFund_08/31/2025_EN_20250807T132530

Customization Guidelines #

Administrators can edit the Smart Doc Name Format using the templating language that includes conditional logic and formatting filters. The format supports:

• Conditional blocks using {% if %} statements to include fields only when they are present
• Date formatting using filters like to_date and format
• Logical branching based on TargetType values

Improper modification of this format may result in incorrect or ambiguous document names. It is recommended to validate changes in a staging environment before applying them to production.

Additional Resources #

• Batch Settings in Assette Admin Center
• Using Templating Syntax in Assette
• Date Formatting Options
• Managing Document Delivery Targets

If you require further assistance with configuring the Smart Doc Name Format, please contact Assette Support through the Support Portal.