Set File Name Formats for Contract Documents and Letters

1. Select the Admin tab at the top of the page. 
2. Select Contract Types from the left panel. 
3. Click to open the contract type that you want to set file name formats for contract documents and letters.
4. Select Contract Settings at the top of the contract type details page. 
5. Select File Name Format under Contract Settings.
6. Add predefined variables by clicking  , enter preferred keywords, or use a combination of both to define the file name format for contract documents and letters.
7. Review the sample file name displayed below each section to verify the format, then click Save.
   

Note:

1. The defined file name format will be applicable to all contracts, regardless of when they are created. 
2. You can enter up to 120 characters, and the final file name, which combines your input and the auto-generated text, can be up to 255 characters. Anything beyond this limit will be automatically truncated at the end.