Name your documents dynamically

You can have DocuGen set the names of your generated documents dynamically using placeholders.

Go to your DocuGen view and click on the Settings tab:

You can give all your documents the same name if you enter any string in the “Default Document Name” text box. For example, this setting:

will name all your documents “My newly-created document”.

You can use placeholders to give your documents varying names. For example, this setting:

will give this result:

Other examples:

<<user_name>>‘s document from <<board_name>>
will give this result:
Sami Caracand’s document from Invoices
(assuming the board name is “Invoices”)
Invoice for <<first_firstrow:Item>> dated <<column_firstrow:Invoice Date>>
will give this result:
Invoice for Dell Technologies dated 2020-11-20
(assuming the name of the first row is “Dell Technologies” and there is a column “Invoice Date” on the board.)

Almost all placeholders are supported. The following placeholders are not supported for dynamic document names: