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Defining Document Filenames

Manage your document templates: define which documents are created based on type, product, and brand.

Tom White avatar
Written by Tom White
Updated over 7 months ago

To do this: Click 'Settings' in the menu, then click 'Organisation Settings', scroll to the 'Documents' section:

Here you can see all the document templates that get created when you click ‘Add Document'. When the documents are created it is defined by: document type, product type and brand.

Info: Any document with the field ‘Published' marked as 'Yes’ will be generated when pressing 'Create Document' if the corresponding conditions are met.

If you ever want any document to stop being generated or to start being generated, please contact us via the LiveChat.

To change the name of a document, click the pencil icon on the document of your choice and enter a the name of your choice in the ‘Filename’ field!

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