Applies to

  • Business
  • Enterprise

Use custom filenames for documents created with document builder


  • Business
  • Enterprise

When you generate lots of documents and don’t use custom filenames, it can be hard to tell your documents apart, especially if they get detached from the sheet. To avoid confusion, you can use column formulas to generate a unique filename for each document.  

  1. Create a column for the filename, then use a column formula in that column. For example, use an account number column plus a last name column to generate the filename as follows:
    Learn more about column formulas.
  2. In the mapping screen, drag the filename onto the Output document name field
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