Document Generation
...
Template - Actions
Excel Template Actions
Document Title
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