Connector 365 Online Hilfe
Scenarios for Custom Filename
  • E-Documents Validator
    • First steps
      • Setup
      • Installation
        • AppSource
        • OnPrem
    • New and Planned
    • Working with E-Documents
      • Working withg Incoming Documents
      • Working with outgoing documents
  • Addresse Control
    • New and planned
    • First Steps
      • Introduction
      • Test & Kauf
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Target addresses
        • Additional e-mail recipients (CC/BCC)
    • Working with Connector 365 Addresse Control
      • Multiple e-mail recipients
      • Target addresses
    • Videos
  • Base
    • New and planned
    • First Steps
      • Setup
        • Assigning Permission Sets
        • Connector 365 Einrichtung
        • Reduction of Memory Usage
        • Communication Matrix
        • FactBox Extensions
  • Connector Upgrade
    • First steps
      • Introduction
      • Test & Purchase
        • OnPrem
      • Installation
        • OnPrem
    • Using the Connector 365 Upgrade App
      • Upgrade of joblist(CON Joblist)
      • Upgrade of communication matrix (CON Communication Matrix)
  • CTI for STARFACE
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • CTI for STARFACE Authentication
        • User & Groups
        • STARFACE Module
    • Working with CTI for STARFACE
      • Click to dial
      • Incoming calls/CTI client
      • CTI notes
      • Call list
      • Manual recording of CTI entries
    • Videos
  • Custom Filename
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report Selections
        • Document layouts
    • Working with Custom Filename
      • Scenarios for Custom Filename
      • Send by E-Mail
      • Attach as PDF
      • Send...
    • Videos
  • E-POST
    • New and Planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Registration
      • Setup
        • E-POSTBUSINESS API
        • Report selection
        • Automated Feedback
        • Document Sending Profile
    • Working with the E-POST
      • Sending
      • Archive
    • Developer Documentation
      • Overriding Address Data
      • Sending external Documents
    • Videos
  • Easy Batch
    • New and Planned
    • First steps
      • Introduction
      • Testing & purchasing
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Easy Batch Setup
        • Document Layouts
        • Document Layout Profiles
        • Document Sending Profile
    • Working with Easy Batch
      • Sending Scenarios
      • Batch Function
      • Automated Processing
      • Open Tasks
      • Archive
    • Videos
  • Easy Document Pin
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
    • Working with Easy Document Pin
    • Videos
  • Easy Supra
    • Brief description / overview
      • Core functionalities
      • Weighting
      • Criteria
      • Selection of the evaluation
      • Awarding of points
      • Keying
      • Evaluation prerequisites
      • Classification
      • Evaluations
        • Valuation - Setup
        • Valuation - Vendor List
        • Valuation - Vendor individual
      • Setting up the ratings
    • User rights to be extended / Changed objects
    • Function description
      • Data to be evaluated
        • Goods receipt/quality protocol
        • Hard criteria - inventory management
        • Reclamations
        • Soft criteria - contact profiles
      • Evaluation
        • Valuation - Setup
        • Valuation - Vendor List
        • Valuation - Vendor individual
      • Setup Wizard
        • Welcome
        • Level 3
        • Level 4
        • Level 5
        • Stufe 1
        • Stufe 2
      • Import / Export
  • Mail Attachments Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report default attachments
        • Customer default attachments
        • Document default attachments
        • Special features when using Connector 365 XRechnung
    • Working with Mail Attachments Plus
      • Report default attachments
      • Customer default attachments
      • Document default attachments
    • Videos
  • Mail Experience Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Setting up the individual modules
    • Working with Mail Experience Plus
    • Videos
  • Mail Experience Pro
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Setting up the individual modules
    • Working with Mail Experience Pro
    • Videos
  • Mail Sender Plus
    • New and planned
      • V1.0.0.2 & Roadmap
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Priority System
        • Expanding the Setup
        • Settings per report
        • Sender per Customer/Vendor
    • Working with Mail Sender Plus
    • Videos
  • Mail Subject Plus
    • New and planned
    • First steps
      • Introduction
      • Test & purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report selection
        • Document layouts
    • Working with Connector 365 Mail Subject Plus
      • Subject in the mail dialog
      • Events
    • Videos
  • PDF
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
      • Installation
        • appsource
      • Setup
        • “Global Setup
        • Setup
        • Setup via Report Selection
        • Stationery in the document layout
    • Working with PDF
      • Using the stationery
    • Videos
  • PdfPaper
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • OnPrem
      • Installation
        • iPaper
        • OnPrem
      • Setup
        • iPaper
        • PdfPaper Setup
        • Stationery in the report selection
        • Stationery in the document layout
        • Stationery per Responsibilty Center
    • Working with PdfPaper
      • Using the stationery
    • Videos
  • Report Layout Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report Layout Selection
        • User Placeholder Setup
    • Working with Report Layout Plus
      • Override Report Layouts
  • XRechnung
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Basic setup
        • Buyer Reference / Leitweg-Id
        • Customer
        • VAT Scheme
        • Unit codes
        • Tax Category
        • Seller/Buyer Country Code
        • Document Sending Profile
    • Working with XRechnung
      • Document types for XRechnung
      • Sending
      • Attachments
      • Validation report
      • State
      • Events
    • Videos
  • SMTP2FAX
    • New and planned
    • First steps
      • Test & Purchase
        • AppSource
        • OnPrem
      • Introduction
      • Setup
        • Connector 365 Setup
        • Document layouts
      • Installation
        • AppSource
        • OnPrem
    • Working with SMTP2FAX
      • Posted Sales Invoices
      • Posted Sales Credit Memos
      • Issued Reminders
      • Purchase Orders
      • SMTP2FAX Dialog
      • Connector 365 Archive
      • e-mail outbox
      • Sent E-Mails
  • E-Documents
    • First steps
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • VAT scheme
        • Unit codes
        • Tax Category
        • Seller Country Code
    • New and Planned
    • Working with E-Documents
      • Receiving E-Documents
      • Sending E-Documents
  • Downloads
  • Developer Documentation
    • Connector 365 Role Center
  • Help & Support
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Connector 365 Online Help
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Deutsch English
  1. Connector 365 Online Hilfe
  2. Connector 365 Apps
  3. Custom Filename
  4. Working with Custom Filename
  5. Scenarios for Custom Filename
Scenarios for Custom Filename
  • E-Documents Validator
    • First steps
      • Setup
      • Installation
        • AppSource
        • OnPrem
    • New and Planned
    • Working with E-Documents
      • Working withg Incoming Documents
      • Working with outgoing documents
  • Addresse Control
    • New and planned
    • First Steps
      • Introduction
      • Test & Kauf
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Target addresses
        • Additional e-mail recipients (CC/BCC)
    • Working with Connector 365 Addresse Control
      • Multiple e-mail recipients
      • Target addresses
    • Videos
  • Base
    • New and planned
    • First Steps
      • Setup
        • Assigning Permission Sets
        • Connector 365 Einrichtung
        • Reduction of Memory Usage
        • Communication Matrix
        • FactBox Extensions
  • Connector Upgrade
    • First steps
      • Introduction
      • Test & Purchase
        • OnPrem
      • Installation
        • OnPrem
    • Using the Connector 365 Upgrade App
      • Upgrade of joblist(CON Joblist)
      • Upgrade of communication matrix (CON Communication Matrix)
  • CTI for STARFACE
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • CTI for STARFACE Authentication
        • User & Groups
        • STARFACE Module
    • Working with CTI for STARFACE
      • Click to dial
      • Incoming calls/CTI client
      • CTI notes
      • Call list
      • Manual recording of CTI entries
    • Videos
  • Custom Filename
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report Selections
        • Document layouts
    • Working with Custom Filename
      • Scenarios for Custom Filename
      • Send by E-Mail
      • Attach as PDF
      • Send...
    • Videos
  • E-POST
    • New and Planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Registration
      • Setup
        • E-POSTBUSINESS API
        • Report selection
        • Automated Feedback
        • Document Sending Profile
    • Working with the E-POST
      • Sending
      • Archive
    • Developer Documentation
      • Overriding Address Data
      • Sending external Documents
    • Videos
  • Easy Batch
    • New and Planned
    • First steps
      • Introduction
      • Testing & purchasing
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Easy Batch Setup
        • Document Layouts
        • Document Layout Profiles
        • Document Sending Profile
    • Working with Easy Batch
      • Sending Scenarios
      • Batch Function
      • Automated Processing
      • Open Tasks
      • Archive
    • Videos
  • Easy Document Pin
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
    • Working with Easy Document Pin
    • Videos
  • Easy Supra
    • Brief description / overview
      • Core functionalities
      • Weighting
      • Criteria
      • Selection of the evaluation
      • Awarding of points
      • Keying
      • Evaluation prerequisites
      • Classification
      • Evaluations
        • Valuation - Setup
        • Valuation - Vendor List
        • Valuation - Vendor individual
      • Setting up the ratings
    • User rights to be extended / Changed objects
    • Function description
      • Data to be evaluated
        • Goods receipt/quality protocol
        • Hard criteria - inventory management
        • Reclamations
        • Soft criteria - contact profiles
      • Evaluation
        • Valuation - Setup
        • Valuation - Vendor List
        • Valuation - Vendor individual
      • Setup Wizard
        • Welcome
        • Level 3
        • Level 4
        • Level 5
        • Stufe 1
        • Stufe 2
      • Import / Export
  • Mail Attachments Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report default attachments
        • Customer default attachments
        • Document default attachments
        • Special features when using Connector 365 XRechnung
    • Working with Mail Attachments Plus
      • Report default attachments
      • Customer default attachments
      • Document default attachments
    • Videos
  • Mail Experience Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Setting up the individual modules
    • Working with Mail Experience Plus
    • Videos
  • Mail Experience Pro
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Setting up the individual modules
    • Working with Mail Experience Pro
    • Videos
  • Mail Sender Plus
    • New and planned
      • V1.0.0.2 & Roadmap
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Priority System
        • Expanding the Setup
        • Settings per report
        • Sender per Customer/Vendor
    • Working with Mail Sender Plus
    • Videos
  • Mail Subject Plus
    • New and planned
    • First steps
      • Introduction
      • Test & purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report selection
        • Document layouts
    • Working with Connector 365 Mail Subject Plus
      • Subject in the mail dialog
      • Events
    • Videos
  • PDF
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
      • Installation
        • appsource
      • Setup
        • “Global Setup
        • Setup
        • Setup via Report Selection
        • Stationery in the document layout
    • Working with PDF
      • Using the stationery
    • Videos
  • PdfPaper
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • OnPrem
      • Installation
        • iPaper
        • OnPrem
      • Setup
        • iPaper
        • PdfPaper Setup
        • Stationery in the report selection
        • Stationery in the document layout
        • Stationery per Responsibilty Center
    • Working with PdfPaper
      • Using the stationery
    • Videos
  • Report Layout Plus
    • New and planned
    • First Steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Report Layout Selection
        • User Placeholder Setup
    • Working with Report Layout Plus
      • Override Report Layouts
  • XRechnung
    • New and planned
    • First steps
      • Introduction
      • Test & Purchase
        • AppSource
        • OnPrem
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • Basic setup
        • Buyer Reference / Leitweg-Id
        • Customer
        • VAT Scheme
        • Unit codes
        • Tax Category
        • Seller/Buyer Country Code
        • Document Sending Profile
    • Working with XRechnung
      • Document types for XRechnung
      • Sending
      • Attachments
      • Validation report
      • State
      • Events
    • Videos
  • SMTP2FAX
    • New and planned
    • First steps
      • Test & Purchase
        • AppSource
        • OnPrem
      • Introduction
      • Setup
        • Connector 365 Setup
        • Document layouts
      • Installation
        • AppSource
        • OnPrem
    • Working with SMTP2FAX
      • Posted Sales Invoices
      • Posted Sales Credit Memos
      • Issued Reminders
      • Purchase Orders
      • SMTP2FAX Dialog
      • Connector 365 Archive
      • e-mail outbox
      • Sent E-Mails
  • E-Documents
    • First steps
      • Installation
        • AppSource
        • OnPrem
      • Setup
        • VAT scheme
        • Unit codes
        • Tax Category
        • Seller Country Code
    • New and Planned
    • Working with E-Documents
      • Receiving E-Documents
      • Sending E-Documents
  • Downloads
  • Developer Documentation
    • Connector 365 Role Center
  • Help & Support

Scenarios for using Connector 364 Custom Filename.

Resolving custom filenames including wildcards currently works for the following tasks:

  • Send standard email
  • Attach document as PDF
  • Connector 364 Easy Batch
  • Send document to data medium (PDF or electronic document)
  • Connector 364 XInvoice
  • Connector 364 E-Post
Send by E-Mail

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