Document Title

Updated Jul 4, 2026·1 min read

This action allows you to assign a title to the documents generated from a given template. Follow the steps below to set a Document Title -

Select "Document Title" in the "Select Action" drop-down menu.
Choose a field to be set as the Document Title.
Click "Save" to set the selected field as the Document Title. The generated document will have this name.

Go to 2:40 to see the Document Title action being used to create a sample file in Microsoft Excel.