# Custom File Name

{% hint style="info" %}
If you do not define a custom file name, your *item level documents* will automatically take the **item name** from your board, and your *board level documents* will automatically take the **board name**.
{% endhint %}

## Define a custom file name

DocExport allows you to define a **custom file name** for each exported file. By using placeholders, you can make file naming fully **dynamic**, so that the output automatically adapts to the document’s content or the export date. 

### **Here´s how:**

1. Click on '**Actions/Automations**'.
2. In the section '**Document settings**' you will find the option '**File name for the document**'.

<div><figure><img src="/files/X9JQpULkuhL4CEnc2y4m" alt=""><figcaption></figcaption></figure> <figure><img src="/files/IioRld4NhQiKWNZS4Vfe" alt=""><figcaption></figcaption></figure></div>

### 1. Add Plain Text

You can use plain text for your file names, e.g. 'Project Status Report' or 'Quote'

### **2. Use Placeholders**

You can use placeholders in your file names, that are replaced with dynamic information, such as:

* `{{Item.Name}}` → Inserts the item name
* `{{Board.Name}}` → Inserts the board name
* `{{Today}}` → Inserts the current date. By default, the format of the date depends on the language/ country setting in your monday.com account. But you can easily change the format of your dates in your file names. [Learn more](https://help.docexport.com/template/customization/format-date-and-time) about date formatting.<br>

If you click on the **three dots** next to the input field, you will see a selection of popular placeholders for the file name. From there, you can also copy the placeholders directly into your field.

<figure><img src="/files/CTmYlqF1Ft7nxy2tPupH" alt=""><figcaption></figcaption></figure>

But you can also use **any other placeholder** that you normally use in your documents, e.g. `{{Item.Owner}}` . [Learn more about placeholders](/template/placeholder-directory.md)

### **3. Combine text and placeholders**

You can also freely mix static text with dynamic placeholder fields.

* Example: `Quote for {{Item.Name}} from {{Today}}`<br>

<figure><img src="/files/E2muf3idsdWnHJ9szeb6" alt=""><figcaption></figcaption></figure>

* Result: `Quote for New York Office Extension from 15.09.2025`

<div align="left"><figure><img src="/files/mPMLx6crJgY4DG23wVtB" alt=""><figcaption></figcaption></figure></div>

This makes it easy to create consistent file names that automatically adapt based on the document content or export date.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.docexport.com/features/custom-file-name.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.