When creating a document from a Word Template you may want the new document name to be automatically generated. These are the four ways Impact generates the new document name:

1. User can manually enter the document name.
   
   When the  'Create Document' window opens manually enter the document name in the text box at the top.
   
   
2. The Document name is the same as the template name.
   
   By default the document name is the same as the selected template. If the user changes the selected template the document name will also change.
   
   
3. The document name is from a field in the table.
   
   Place a check mark in the "User field for the document name' option then using the drop down select your desired field. Now the document name will be populated by the value in your selected field.
   
   
4. The document name is from a field in the child table.
   
   When this option is selected the document name text box will display the name of the field such as <<Opportunity Name>>. This is because the value of that field is not known until the template is merged with data. If you select a field such as  <<Opportunity Name>> when merging an activity template the merge engine looks up which opportunity is attached to the activity. At that time it reads the value of the field 'Opportunity name". It does not read that value until then.

See also