File name defaults (EN)

File name defaults (EN)

Control Panel → User properties → Filename Defaults

The format decides where exported files (PDF, ODT, ...) are saved and how they are named. It applies to the current user.

How it works

• Everything before the last / is the folder. It is created below the base directory set in Control Panel → Local options; if none is set, below your home folder. Missing folders are created automatically.
• The last part is the file name. The extension (.pdf, ...) is added automatically. Characters not allowed in file names (\ / : * ? " < > |) are replaced by _.
• Text and variables can be combined freely. Variables are written in square brackets; upper/lower case does not matter.
• Empty format: you choose the folder and file name each time.

Use the dropdown Insert at cursor to add a variable or a / at the cursor position. The blue box shows a preview with sample values.

Examples

Format	Result (base directory /home/me/yabs)
[cname]	/home/me/yabs/RE-00042.pdf
[YEAR]/[cname]	/home/me/yabs/2026/RE-00042.pdf
[YEAR]/[type]/[cname]_[contact.cname]	/home/me/yabs/2026/Invoice/RE-00042_Smith.pdf
Customers/[contact.cnumber]/[YEAR]-[MONTH]_[cname]	/home/me/yabs/Customers/K-00007/2026-11_RE-00042.pdf
[YEAR]/Q[QUARTER]/[type]_[cname]	/home/me/yabs/2026/Q4/Invoice_RE-00042.pdf

Variables

Document (invoices, offers, orders, ...)

Variable	Meaning
[cname]	Number of the document, e.g. RE-00042
[type]	Type of the document, e.g. Invoice, Offer
[contact.cname]	Name of the contact
[contact.prename]	First name of the contact
[contact.company]	Company of the contact
[contact.cnumber]	Number of the contact (customer number)
[contact.title]	Title of the contact
[contact.country]	Country of the contact

Any other field of the document can be used by its name as well, e.g. [description].

Date and user (all objects)

Variable	Meaning
[YEAR]	Current year, e.g. 2026
[YEAR_SHORT]	Current year, two digits, e.g. 26
[MONTH]	Current month, number
[MONTH_NAME]	Current month, name
[DAY]	Current day of the month
[QUARTER]	Current quarter, 1 - 4
[DATENUMERIC]	Current date as number
[OBJECT_YEAR]	Year the document was created
[OBJECT_MONTH]	Month the document was created
[GROUP_NAME]	Group of the document
[CURRENT_USER]	User who exports
[CREATE_USER]	User who created the document

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Deutsch: Dateinamengrundeinstellung