How to set new documents title
The names of the documents that will be created on the basis of the template are specified in the template settings. By default, the name of the document is the serial number of the document + the name of the template.
Open the section Templates. Select the folder and the template you want.
Go to the Settings tab.
The Rules for naming documents field displays the document metadata (tags) that are used in the title. Click in the field. A drop-down list with file metadata is open. Select tags and set their sequence:
Author - the user who created the document
Creation date - document creation date
Creation time - document creation time
Counter - serial number of the document created on the basis of the template
Title - the name of the template on the basis of which the document was created
To delete a selected tag, click to the right or left of the tag and press the Backspace or Delete key on your keyboard.
You can add additional symbols and punctuation marks to the title. To do this, enter them on the tag line.
Title display format settings are saved automatically and applied to new documents. The View field on the upper right shows an example of the name of a document according to a given template.
