Document Name (Dynamics 365)

The Document name property allows you to define a name or a name pattern

Example: A template with the name “Quote_Base.docx” (1) creates a document with
the name “Nuclear Power Plant-QUO-01000-W4G3T9.docx” (2).

 

Figure 1: Example

If you are not sure how to get to access to the template settings to set the
document subject please have a look at this article first.

 

1. Access the Document Name and Subject section
   Navigate to Document Name and Subject (1).

    

   

   Figure 2: Document Name and Subject

    

2. Set your document name pattern
   Insert placeholder for Dynamics 365 fields by double-clicking the element in the tree
   or type in some fixed text enclosed by single quotes.

   The basic rules for the syntax of this property are:
   – Dynamics 365 fields have to be enclosed by << and >>
   –The fixed text has to be enclosed by single quotes (‘).
   – Fields and fixed text have to be combined with a plus (+)
   
   Details about the syntax for this property can be found here:
   DocumentsCorePack Property Syntax

   

   Figure 3: Example of a set property

    

3. Save your template
   

   Before you can use or test your template you have to save it.
   Either you save your template locally with the standard Save or Save as
   a functionality of Word or you use the Save template-option of the
   DocumentsCorePack client in order to publish the template to Dynamics 365.

    

    

    

4. Test your template [optional]
   As you have made changes to your template you might want to test them quickly.
   A step by step description of how to test your template can be found here.