It's now easy to assign a filename for your document templates! By default, when you create a document from a template, the filename of the resulting document will be the template's name. To make it more relevant and customer-friendly, you might want the template name to provide a clear descriptive name to your CRM users, whilst presenting a customer-friendly filename when sending it as an email attachment to your customers. The filename can even include search and replace fields to generate dynamic filenames. For example, you might want to merge the Quote ID in the filename, so your customers can easily reference the right document (particularly if there have been various iterations of the quote sent back and forth).

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article


Step 1: Go to System Settings

First, go to the 'Settings', then select 'System Settings'.

Step 2: Click to Configure

Type 'Document Templates' into the Search bar in the top right-hand corner of the page and select 'Click to Configure' on the Document Templates option.

Step 3: Edit the Document

This will then take you to a page that displays all of your existing document templates. Click on the pencil icon next to the document that you wish to edit the file name for.

This will then open a side bar for this specific document that you have chosen to edit. Here, you'll see a field called 'File Name'. This is where you can change the name of this document. As previously mentioned earlier, you can even include search and replace fields to the filename e.g. {QuoteID} to include the Quote ID.

If nothing is written in 'File Name' field, the name will default to the Description at the top of the side bar. In the example above, it would default to 'Samples Document'.

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