How do I automatically add a document name?

The automatic document name function allows users to dynamically name the document using the extracted value from a placeholder, condition or operation (Attributes). For example, using the output of the 'Employee Name' Placeholder to name a document like an Employment Contract. E.g. "Jane Smith - Employment Contract".

You can do this in the advanced settings area in your template, from the side-bar on the left hand side of the page.

To trigger the display of the available placeholders, press Ctrl+Space into the text field under Automated document name

A dialogue box will open where you can scroll through the list and select the attribute you want to insert into the title. These attributes are dynamically populated, meaning they update automatically based on the answers provided in the questionnaire, for example, pulling in an employee's name to make each generated document instantly identifiable (e.g: "Jane Doe - Employment Contract".

You must also set a default value in the text box provided. This is the placeholder text that will be displayed if the question has not yet been answered, such as [Employee Name].

Click ‘insert’ and the field will display this:

At the bottom of the attributes list, you'll find a set of system-generated attributes. These include details such as template ID, template version, date of template creation, document ID, user ID, document author name or email, date the document was created, and more.

These attributes can be particularly useful for automatic document naming. By incorporating them into your naming convention, you can ensure every document is given a unique, identifiable name without any manual input, for example, combining the document author's name with the date of creation to produce a consistent, traceable name every time a document is generated.

You can also add dynamic placeholders in your questionnaire. To know how check out this article