📄 How can the document name be created automatically according to a logic?

You want to create the document name automatically according to a specific convention.

You can automatically generate the document name based on database values. To do so, follow these steps:

For example, you may want the document name to consist of the contact’s last name and the current date. To achieve this, define the document name in your template as follows:

[contact.lastname]-[CurrentYear][CurrentMonth][CurrentDay][CurrentTimestamp]

🔁 Example output:
Muster-20250514-1715704932000

📅 Use month name instead of number

If you'd prefer to use the full month name instead of the number (e.g. "May"), you can use the following additional placeholder:

[CurrentMonthName]