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