Draftable Legal Configuring Custom Output Filenames

If you wanted to configure the file names for Redline outputs in Draftable Legal, thankfully this is now an achievable in Draftable Legal. Draftable Legal allows you to fully customize the file naming schema for Redline comparison outputs, which give you greater control over your workflows.

This article will detail how you can configure this feature, what the configurable fields represent, what predetermined options are selectable and how to create your own output filename schema.

Enabling custom output filenames

The Filename output feature can be found in the Redline section of the settings menu.

Once you have selected this section, scroll down until you see the Filename output option.

Here is where you can configure your own filename schema for usage of your Redline comparison outputs. However its important to understand what the tags used in this feature represent.

Filename output fields tags

Tags are used to automatically prefill data in the Filename output, that is extracted from either the documents used in the comparison, the comparison itself, or from the installed machine itself (relevant for the data and time tags).

Above is the list of all the tags that can be used to create a filename output schema. This is what each of these tags represent.

Date: Shows the date in the YYYYMMDD format when the output is created

Time: Shows the time in the HHMM format when the output is created

Date and time: Shows the date and time in the YYYYMMDD and HHMM format when the output is created (example: “20240214 1345”, represents the date and time for 14/02/2024 1:45pm)

Original document display name: Displays the original document (left side) display name. This can be different to the document name.

Original document name: Displays the original document (left side) display name. This can be different to the display name.

Original document version: Displays the document version. If there is no version set, this is ignored.

Original document ID: Displays the document ID. If there is no ID set, this is ignored.

Modified document display name: Displays the original document (right side) display name. This can be different to the document name.

Modified document name: Displays the original document (right side) display name. This can be different to the display name.

Modified document version: Displays the document version. If there is no version set, this is ignored.

Modified document ID: Displays the document ID. If there is no ID set, this is ignored.

Output type: Provides the output type for selected output. For example if a Redline export was performed, then it will say “Redline:

Original document file type: Displays the original (left side) document file type. If the file type was PDF it would say “pdf”.

Modified document file type: Displays the modified (right side) document file type. If the file type was docx it would say “docx”.

Now that we understand what all the tags represent, below are the two ways you can set your own filename output schema

Method 1: Preset options

You can select from the many preset options shown above, each with its own unique use-cases. Below are a few examples to understand what some of the preset filename outputs would look like.

Example 1:

Original document name: original_draft

Original document ID: 232

Modified document name: original_draft_v2

Original document ID: 234

Preset used: [original document version] [original document name] vs [modified document version] [modified document name] [output type]

Output used: Redline

Filename for the output: original_draft 232 vs original_draft_v2 234 Redline

Example 2:

Original document name: contract_town-planning

Original document version: 2.3

Original document ID: 1546

Modified document name: contract_town-planning_variation

Original document version: 2.7

Original document ID: 1685

Preset used: COMPARISON #[original document ID]v[original document version] [original document name] vs #[modified document ID]v[modified document version] [modified document name]

Output used: Redline

Filename for the output: COMPARISON #1546v2.3 contract_town-planning vs #1685v2.7 contract_town-planning_variation

Method 2: Create your own output schema

Using the information above we can create our own schema using any combination of tags and free text. Any free text used in the schema will appear on all comparison outputs. For example if you enter the text “Comparison Export” like shown below:

That will appear at the start of every comparison output, and is not dynamic like the tags. If we add tags to the above filename output such as the [date and time] tag, it will look like this.

This means that if a comparison was completed at 12:35pm on the 17/02/2024, then the resulting output filename for the output would be: Comparison Export 20240217 1235

There are also some additional considerations to be noted:

• Autocomplete Feature: As you type in the Filename output field, r types in the an autocomplete dropdown should appear after you type the [ character. This dropdown will suggest possible tags based on what the user has typed after [.
• Selection of Autocomplete Options: You can select an option from the autocomplete suggestions either by using the Tab key or by clicking on one of the suggestions.
• Easy Tag Removal: If you make a mistake, pressing the backspace key will remove the entire tag instead of just one character.

If you have any issues with this feature, or any questions, please get in touch with us at [e-mail].