How to set Document Name?

About this article

When a (Word) document is created from the Templafy WebApp then by default the name will be the value of the document property 'Title'. If that is empty then it will be the name of the template.

If you want to decide for yourself what the title will be then you can set the Document Name in Dynamics Designer. This article will explain how to set the Document Name.

Prerequisites

Admin access in Templafy tenant
Library and Dynamics Templates modules enabled

How to set the Document Name?

Open Templafy task pane in your Office application
Go to the ellipsis menu in the task pane and click on Dynamics Designer
Go to the Document tab
Select Document Name (Dynamics Templates)
Click the + button
In the field Document Name create a binding to the field of which you want to use the value as the title of your document, e.g. {{Form.Subject}}:
Click Create

This only works for templates, not for text elements.
The Document Name is used for documents created with the Templafy WebApp.
It's also used for documents created from Word, when choosing the option Download.
If you want to set the title for a document created from Word, when choosing the option
Open in Word and then save the document, then use the Document Property 'Title'.
If you want the title to be a combination of multiple fields then use the StringJoin() function.

Example 1

Using the value of the form field 'Subject' as title.

Binding	{{Form.Subject)}}
Input	Subject = "Invitation"
Output	"Invitation.docx"

Example 2

Using the StringJoin() function to join multiple pieces of text with a separator in between.

Binding	{{StringJoin(" ", "Memo", Form.Subject, UserProfile.Team)}}
Input	Subject = "Invitation", Team = "HR"
Output	"Memo Invitation HR.docx"

Example 3

Using the value of the HostSystem field 'Subject' as title.

Binding	{{HostSystem.Subject)}}
Input	Subject = "Invitation"
Output	"Invitation.docx"

Document Property
StringJoin()

Articles in this section