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Setting the Assembled Document's Title and Filename

You can choose the title and filename of your assembled document by using a computation. By default, HotDocs assembles documents using the template name as the assembled document and filename. For example, the template “Standard Letter” by default assembles documents as “Standard Letter.docx”. Using a computation, you can generate a custom filename for the assembled document, such as “Dan Smith’s letter to Mary Jones 11th November.docx”.

Set the assembled document's title and filename

  1. Open Component Studio.
  2. From the Component Studio ribbon, click New; then under Other Components, select Computation.
  3. Type a Name for the computation; then click the Result Type drop-down list, and select Text.
  4. Click OK. The Computation Editor then appears.
  5. Edit any properties you want in the Script, Behavior, and Notes tabs.
  6. Use the Script tab to create the script for your computation.
  7. When you finish, click Save.
  8. In Workspace Explorer, select your template; then click Template Properties.
  9. In the Assembly Behavior tab, check Use a computation.
  10. Select your text computation from the drop-down menu.
  11. Click OK.
Your text computation now generates your assembled document title and filename.  

Text computations used to generate an assembled document's title and filename cannot contain parameters.