Additional Properties in name format

Overview

Setting: Additional Properties in name format

Setting ID: File_Name_Format_Additional_Properties

Location: Main Settings > General Settings > Messaging & Notifications tab, Bulk Reporting Notification group

What This Setting Does

This setting controls which extra pieces of information are added to the file name of documents generated in bulk for _Students_ (for example, bulk-printed reports or certificates). The file name always includes the _Student_’s name and their system code; here you choose whether to also add their Basic _Group_, the generation date, their _Location_, the main _Period_, and/or the company name.

Where It Is Used

This setting runs automatically in the background whenever the institution generates documents in bulk for _Students_ (for example, through the Bulk Services area). There is no separate screen to preview file names; the setting simply shapes the file name of each generated document.

Business Logic / Behavior

• The file name always starts with the _Student_’s last name, first name, and _Student_ code.
• If Basic _Group_ is selected, the _Student_’s basic _Group_ name is appended to the file name.
• If Date is selected, the current date is appended to the file name.
• If _Location_ is selected, the _Student_’s _Location_ is appended to the file name.
• If Main _Period_ is selected, the main _Period_ information is appended to the file name.
• If Company Name is selected, the company name is appended to the file name.
• You can select more than one of these properties at the same time; each selected property is added to the file name in sequence.
• Any special characters in the appended values are stripped out so the resulting file name stays valid.

Example(s)

Alpha Institute bulk-generates report cards for all _Students_ in Grade 9 and wants each file to be easy to sort by _Group_ and by date.

They select Basic _Group_ and Date in this setting. For a _Student_ named Sophia R., code 10234, in _Group_ 9A, generated on 3/15/2026, the resulting file name is Reyes_Sophia_10234_9A_03152026.

If they had left both options unselected, the same file would simply be named Reyes_Sophia_10234.

When to Use

Use this setting to make bulk-generated _Student_ documents easier to identify, sort, or archive by adding useful identifying details directly into the file name, based on what staff typically need when handling large batches of files.

Notes

• Related settings:
• Additional Properties in name format for entities of type Teacher (File_Name_Format_Additional_Properties_Teacher in Messaging & Notifications > Bulk Reporting Notification)
• Message category for bulk requesting processes (Message_Category_For_Bulk_Request in Messaging & Notifications > Bulk Reporting Notification)

K-12 vs Higher Education: This setting behaves the same regardless of the type of institution.