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, except the following, with a colon:
You must preface lookup-field names with a colon and also a suffix .Name to it. For example: %:ParentAgreement
.Name%
The following field names must be specified without a colon prefix.
- contractname
- action
- templatename
- date
- checkintype
- version