Allow user/admins to set default format for filenames of docs created from templates

Adam Olen
Adam Olen Member Posts: 6
First Comment

For example: When we create a quote from a template document, the filename uses the deal name and a timestamp. Logical, and easy to edit. Thank you for that. But it would save time if we could set the default filename, just as you can set default content inside the document itself using smart fields. 

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