From 4851c9f6d7633ef3bd576d10db28a0fb81440e99 Mon Sep 17 00:00:00 2001
From: Roberto Rosario <roberto.rosario.gonzalez@gmail.com>
Date: Sat, 18 May 2019 01:11:06 -0400
Subject: [PATCH] Add quick labels chapter

Signed-off-by: Roberto Rosario <roberto.rosario.gonzalez@gmail.com>
---
 docs/chapters/quick_labels.rst | 56 ++++++++++++++++++++++++++++++++++
 docs/topics/advanced.rst       |  1 +
 2 files changed, 57 insertions(+)
 create mode 100644 docs/chapters/quick_labels.rst

diff --git a/docs/chapters/quick_labels.rst b/docs/chapters/quick_labels.rst
new file mode 100644
index 0000000000..76bc05df38
--- /dev/null
+++ b/docs/chapters/quick_labels.rst
@@ -0,0 +1,56 @@
+************
+Quick labels
+************
+
+Quick labels are predetermined filenames that allow the quick renaming of
+documents as they are uploaded or after they have been uploaded.
+
+Quick labels are added and associated to a document type.
+
+Example of quick label: Invoice, Receipt from X store, Purchase order.
+
+It is possible to preserve the file extension when using quick labels.
+Extensions are required for some operating system to be able to detect the
+correct file type to access the content.
+
+For example if a document file is named "file0001.pdf" and the quick label
+"Receipt from X store" is applied, the resulting document label will be
+"Receipt from X store.pdf".
+
+
+Creating quick labels
+=====================
+
+Since quick labels are associated with document types, creating quick labels
+must be done from the document type view.
+
+#. Go to the :menuselection:`System --> Setup --> Document types` menu.
+#. In the document type list, click on the :guilabel:`Quick labels` button of
+   the document type for which you wish to create a quick label.
+#. In the view titled "Quick labels for document type: <your document type>",
+   from the :guilabel:`Actions` dropdown select :guilabel:`Add quick label to document type`.
+#. At the quick label creation form enter the desired label and press :guilabel:`Save`.
+
+
+Using quick labels during upload
+================================
+
+#. Use the new document upload wizard from :menuselection:`Documents --> New document`.
+#. Select a document type and navigate to the penultimate step, where you have
+   the option to drag and drop files to upload.
+#. Select a an option from the :guilabel:`Quick document rename` dropdown.
+#. Optionally select the :guilabel:`Preserve extension` checkbox to keep the file
+   extension.
+#. Upload your documents.
+
+
+Using quick labels for existing documents
+=========================================
+
+#. Navigate to the document preview view of the document to rename. Make sure
+   quick labels for the document type of the document select have been created.
+#. From the :guilabel:`Actions` dropdown select :guilabel:`Edit Properties`.
+#. Select a an option from the :guilabel:`Quick document rename` dropdown.
+#. Optionally select the :guilabel:`Preserve extension` checkbox to keep the file
+   extension.
+#. Press :guilabel:`Save` to rename the document.
diff --git a/docs/topics/advanced.rst b/docs/topics/advanced.rst
index 8c26bda021..1fb520a6d9 100644
--- a/docs/topics/advanced.rst
+++ b/docs/topics/advanced.rst
@@ -8,3 +8,4 @@ Advanced topics
 .. include:: ../chapters/metadata.rst
 .. include:: ../chapters/transformations.rst
 .. include:: ../chapters/versioning.rst
+.. include:: ../chapters/quick_labels.rst