Enter a value to apply a custom naming convention for documents generated as a result of the following actions.
- Generate Document
- Re-generate Document
- Check-in (from X-Author for Contracts)
- Finish O365 Review
- Upload Signed Documents after wet signature
- Intelligent Document Import
- Generate Supporting Document
You can specify the Contract object field names in the sequence to be included in the document name.
You must preface all field names,
For example: %:ParentAgreement
.Name%
The following field names must be specified without a colon prefix.
- contractname
- action
- templatename
- date
- checkintype
- version