Custom File Name

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'.

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 about date formatting.

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.

But you can also use any other placeholder that you normally use in your documents, e.g. {{Item.Owner}} . Learn more about placeholders

3. Combine text and placeholders

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

• Example: Quote for {{Item.Name}} from {{Today}}

• Result: Quote for New York Office Extension from 15.09.2025

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