If you want the file name of a generated document to follow a specific naming convention, you can use placeholders directly in the template name.
🔧 How it works
You can combine CRM fields, system variables, and date values to automatically define the document name.
Example:
You want the document name to consist of the contact’s last name and the current date.
To do this, name your template like this:
[contact.lastname]-[CurrentYear][CurrentMonth][CurrentDay][CurrentTimestamp]
🔁 Example output:
Muster-20250514-1715704932000
📅 Using month names instead of numbers
If you want to use the written-out month name (e.g. “May”) instead of the numeric value, you can use the following placeholder:
[CurrentMonthName]
Example:[contact.lastname]-[CurrentYear][CurrentMonthName]
➡️ Output:
Muster-2025May
⚠️ Notes
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Placeholders in the template name will be automatically replaced when the document is generated.
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You can also combine CRM fields (e.g. Contact, Company, Deal) with date/time placeholders.
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We recommend following a consistent naming convention so documents remain easy to organize and identify.