This feature allows you to automate the naming of your contracts, save time and standardize the nomenclature of your repository.
Set a dynamic project name
Go to In your template
Click on the Folder tab and then on
Click on Project name
You will be able to make the project name dynamic using the smart fields in your account. This means that the document name will adapt according to the fields you enter.
To add a smart field, type @ and the list of your attributes will be displayed.
In the example above “Template - Counterparty” means that the contract will take the name of the template “NDA” and will adapt with the name of the counterparty.
If you insert a field different than the model name or couterparty name, this will generate a question in the generation form. The contributor will have to answer the question to complete the document name.
Change project name after generation
In the generation form, the project name is grayed out and automatically generated.
You can still modify it afterwards, simply click on the name at the top left of your project.
Delete dynamic name
If you don't want a dynamic name and prefer to enter the project name manually, simply leave the "Project name" section empty in the template.
Careful, this will allow users to choose the name of the document, and could affect the uniformity of the nomenclature in your repository.