Names & Subjects Editor
The Names & Subjects Editor is a very powerful tool that allows you change the names of potentially all documents in a selected folder using a simple editing screen. You can also easily add or change the 'subject' associated with a particular document. (The 'Subject' is the description of the term that will display in the Clause Selection Screen (and elsewhere) when you chose the ‘Show Subjects’ display option. Subjects are most useful when you need to describe the document more precisely to the end user.)
The changes you wish to make are made en masse. This is quite different from changing document names in Word and Windows, which requires you to do so one document at a time.
When activated, you will see a table containing the names of each document in the folder you have selected and their currently assigned subjects.
Because you are essentially looking at, and can make decisions regarding, the entirety of a folder, the power of this tool cannot be overstated.
Once you have completed the changes in the table, the reassignments are done en masse.
The Editor is particularly helpful when you want to:
| • | edit document names to correct misspellings, or globally change a spelling. |
| • | edit document names to conform those names a standard naming convention or to add more consistency to the document naming style. |
| • | modify document names and/or subjects to make them more meaningful to you and others. |
| • | adopt the prefix/suffix naming convention for a folder of existing documents. |
| • | add other 'prefixes' to documents so that they will appear in DropDown Lists or in the Clause Selection Screen in a desired sorted order. |
| • | modify document names in preparation for a 'folder-to-glossary' conversion. (Especially important when the current document names do not comply with bookmark naming rules.) |
The Editor allows you to make changes to all documents in the folder, or to just a single file or group of files.
Click the
button in the menu bar to read more about the Names and Subjects Editor.
See Also:
Add Subject to Document or Glossary Term
Folder to Glossary Conversions