Rename files for clarity and consistency

When you upload a file to your Files library, it keeps its original filename. Sellers and buyers see the same filename in Showpad. You can avoid confusion and clutter by modifying filenames to something easy for everyone to understand and search for. Filenames can be changed in the asset details panel or when uploading files.

To help your users find the files they need, it's vital to name them in a way that reflects their content accurately and contextually. Here are some tips:

• Think about your audience when naming the files.
• Use descriptive and concise titles that capture the essence of the file.
• Include relevant keywords that a user might try when searching for that type of content.
• Avoid using jargon or abbreviations that may not be universally understood.

Note: While you can use special characters, be mindful of how your users search for content. When adding a hyphen to an asset name, for example, "intro-deck," the asset is treated as two separate words in the search results: "intro" and "deck."

See how it looks

Key features

• Update filenames to describe your assets
• Ability to use special !***@#characters#@***!
• View and apply suggested filenames that comply with your guidelines.

You need this to succeed

• • • Assets in the Files library
    • At least eOS Advanced to receive AI filename suggestions

The quick way

• Open the Libraries tab
• Click All files in the Content section
• Select a file from the Files library
• Edit the filename in the asset details pane
• Alternatively, click Suggestion available and Apply the suggested filename

Do this step by step

Rename an asset in the Files library

Note: You cannot rename assets that are synced using Cloud Storage via Google, Dropbox, SharePoint, or Box. You can unlink external assets to rename them.

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Click All files in the Content section of the left menu.
4. Select a file from the Files library.
5. From here, you have two options:
   • Manual edit:
     1. Click the filename in the asset details pane to edit it. When done, click Save changes.
   • AI Suggestion:

     Tip: This feature is available via a public beta. Please reach out to your Account Manager if you are interested in participating.

     1. AI suggestions may be available if the AI-powered Filename Compliance feature is enabled in Admin settings. Click Suggestions available. 
     2. Review the suggested filename. An AI-generated description may also be suggested. Showpad’s AI uses the file's content and your AI feature settings to provide suggestions.
     3. Click Apply next to a suggestion to update the asset information. Or click Accept All to accept all suggestions. The filename and other suggestions are automatically updated.
     4. An AI suggested filename may not be available if the original filename is too vague. You can edit the filename to be more clear to help generate a suggestion.
     5. To avoid using the suggestion, click outside the pop-up window to close it.

Rename a file during upload

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select All files in the Content section of the left menu.
4. Click the Add button, choose Upload files, and select a file from your local device to add to the library.
5. Click Upload & Continue when ready.
6. In the Name column, hover over the name and click the edit icon to change the filename.
7. If the AI-powered Filename Compliance feature is enabled, click the AI button in the filename field to see the suggested name. Select Replace to apply the suggested filename. Click the x to avoid using the suggestion.

   Tip: This feature is available via a public beta. Please reach out to your Account Manager if you are interested in participating.

8. After configuring the file's properties, click Finish to add the file to your Files library.