Document Generation
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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.