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Setting file naming preferences in Lightroom

From: Using Lightroom and Photoshop Together

Video: Setting file naming preferences in Lightroom

I'm going to open Lightroom's External Editing Preferences again, so that I can show you the file name area at the bottom of the Preferences window. Here you can control how files are automatically named when they are passed between Lightroom and Photoshop, or Lightroom and an additional external editor. Just above this little window at the bottom is the default file name convention that will be applied if you do nothing here, and that's just fine. In that case files that are rendered from a particular source file, I'll call the resulting files derivative files, will take their file name from the source file, and that will be followed by a hyphen and the word edit. And that makes sense I think, because it will help you to know which source files and which derivates of those source files go together, that have the same beginning number.

Setting file naming preferences in Lightroom

I'm going to open Lightroom's External Editing Preferences again, so that I can show you the file name area at the bottom of the Preferences window. Here you can control how files are automatically named when they are passed between Lightroom and Photoshop, or Lightroom and an additional external editor. Just above this little window at the bottom is the default file name convention that will be applied if you do nothing here, and that's just fine. In that case files that are rendered from a particular source file, I'll call the resulting files derivative files, will take their file name from the source file, and that will be followed by a hyphen and the word edit. And that makes sense I think, because it will help you to know which source files and which derivates of those source files go together, that have the same beginning number.

And having the word Edit in some files will let you know that those are files that are derivatives, ones that have been edited somewhere in the course of one of the Lightroom Photoshop workflows. But you're not required to stick with this default file name template to use Photoshop and Lightroom together. Maybe you'd like to change this word edit to something that's more meaningful to you. Or maybe you want to have different file naming conventions for different external editors you might use. So I want to show you how Lightroom's Template Editor works so that you can customize it however you like it to be.

To open the Template Editor, I'm going to go to the Template menu, click, and I'll scroll down past this list of preset file name templates, although they are useful and worth exploring when you have some time, and I'm going to choose Edit, and that opens the Filename Template Editor. Here at the top of the Template Editor is this small window where I can customize the default file name template, and these are the building blocks for that template. Or if you wanted you could build a new template from scratch. Building templates here is just a matter of typing whatever text you want in a file name into this little window, and also adding tokens from the categories down here.

This is a token for Filename. The tokens look a little bit different on a Windows machine, but they act the same way. So let's customize this default file name template for working with external editors a bit. I'd like to add a sequential number at the end of each file name, to indicate how many edits I've made. So I'll come down to the Sequence and Date area and I'll click Insert, and that will insert the Sequence token at the end of the file name that I'm building. And now if you look at the example of what the file name is going to look like, you can see that it has this 01 at the end. And I can choose a two-digit number like that, or a one-digit number, or different number conventions here. I'll go with the two digit sequence number.

I can type right into this box. So I could type any custom text, like I could type Photoshop here, and that would always appear in the file names. I'm actually going to delete the word Photoshop because I like to keep my files names as short as I can. Instead, what I'll come over here and do, just to represent being able to change text, is I'll make that E on the word edit a small E instead of a capital E. So, now let's say I'm happy with this file naming convention. At this point I could just click Done, or I can save this file name as a preset so that I can get back to it quickly if I decide to change to another file naming template.

To save this as a preset, I'll come up to this menu, and I'll choose Save Current Settings as New Preset. And I'll give this preset a name, I'll just call it file name-editno, for number, and then I'll click Create. And then I'll click Done. And now that file name template appears here as a preset in this list and if I were to switch to a different one, I could always get back to that preset that I just created. Now I do want to mention that I'm going to leave this preset as the one that I use throughout the cource, and that means that this sequence number is going to keep changing.

I've set the start number down here to be the number one, but because I'll probably edit a different number of files than you will, it's really likely that if you're working along with me, the numbers at the ends of your files aren't going to match mine exactly, and that's absolutely fine. I also want to say that if you don't want to edit the default file naming template, that's fine too, because I think the default makes a lot of sense. But if you do want to take a crack at it, I think you'll see how powerful it is. It really lets you customize your files names, as you pass images between Photoshop and Lightroom, to name them in a way that makes the most sense to you.

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This video is part of

Image for Using Lightroom and Photoshop Together
Using Lightroom and Photoshop Together

32 video lessons · 13470 viewers

Jan Kabili
Author

 
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  1. 10m 38s
    1. Welcome
      36s
    2. Using the exercise files
      4m 4s
    3. Why use Lightroom and Photoshop together?
      5m 58s
  2. 16m 37s
    1. Setting Lightroom preferences for editing in Photoshop
      6m 20s
    2. Setting file naming preferences in Lightroom
      4m 27s
    3. Maximizing PSD compatibility in Photoshop
      4m 40s
    4. Matching color settings
      1m 10s
  3. 24m 25s
    1. Passing raw files from Lightroom to Photoshop
      8m 17s
    2. Handling mismatches with Open Anyway
      6m 21s
    3. Handling mismatches with Render using Lightroom
      4m 43s
    4. Updating your software
      5m 4s
  4. 19m 41s
    1. Passing non-raw photos from Lightroom to Photoshop
      4m 9s
    2. Choosing Edit a Copy With Lightroom Adjustments
      5m 26s
    3. Choosing Edit a Copy
      3m 59s
    4. Choosing Edit Original
      3m 34s
    5. Revisiting edits
      2m 33s
  5. 17m 9s
    1. Creating presets for editing in Photoshop
      4m 51s
    2. Passing photos to Photoshop with presets
      4m 48s
    3. Creating presets for editing in Elements
      3m 4s
    4. Passing photos to Elements with presets
      4m 26s
  6. 10m 44s
    1. Sorting and stacking edited photos in Lightroom
      5m 1s
    2. Synchronizing metadata between Lightroom and Bridge
      5m 43s
  7. 56m 22s
    1. Building a panorama with Lightroom and Photoshop
      6m 57s
    2. Creating an HDR image with Lightroom and Photoshop
      5m 51s
    3. Creating a Photoshop Smart Object from Lightroom
      6m 32s
    4. Opening as layers in Photoshop from Lightroom
      4m 47s
    5. Applying photographic filters
      5m 33s
    6. Photo compositing
      7m 30s
    7. Making precise local corrections
      5m 28s
    8. Retouching and removing content
      6m 36s
    9. Enhancing photos with text and graphics
      7m 8s
  8. 39s
    1. Goodbye
      39s

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