About this article
This article will explain what the document name setting is and provide examples of how it can be utilized with the binding syntax in smart templates.
- What is the document name setting?
- How to set the document name setting in a smart template?
- Document name examples
Prerequisites
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What is the document name setting?
The document name sets the document property "Title" for the template when downloaded from Templafy. If the document name isn't set, the name of the template will be used as a default. The document name can be set statically or dynamically by utilizing the binding syntax.
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How to set the proofing language setting in a smart template?
When building the template settings and properties, the Document Name
setting can be utilized to set the document name for the smart template. Setting the Document Name
setting can be achieved by following these steps:
- In the Template Designer, navigate to the
Advanced
tab - Click
Add property
- Select
Document Name
in theType
dropdown - Enter the required binding in
Document Name
- Optionally, set an additional option to the setting
Disable updates
: Disallow the setting from being updated after its generation when edited by the user through the document content updater. This option will not be visible if the document content updater is not enabled on the smart template.
- Click
Add to document
- The
Document Name
setting will be added to the smart template
- The
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Document name setting examples
Example 1
Using the Document Name
setting to always set the name of the template to Memo.
Binding | Memo |
Example 2
Using the Document Name
setting to set the name of the template based on the "Subject" question originating from the response form
Binding | {{Form.Subject)}} | |
Input | Subject = "Invitation" | Subject = "Memo" |
Output | "Invitation.docx" | "Memo.docx" |
Example 3
Using the Document Name
setting together with the StringJoin() function to set the document title with the "Subject" question originating from the response form and the "Name" field originating from the user profile, separated by a space
Binding | {{StringJoin(" ", Form.Subject, UserProfile.Name)}} | |
Input |
Subject = "Invitation" FullName = "Jane Doe" |
Subject = "Memo" FullName = "John Doe" |
Output | "Invitation Jane Doe.docx" | "Memo John Doe.docx" |
Example 4
Using the Document Name
setting to set the name of the template based on the "Subject" value originating from an external system via an App connector
Binding | {{HostSystem.Subject)}} | |
Input | Subject = "Invitation" | Subject = "Memo" |
Output | "Invitation.docx" | "Memo.docx" |
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