File Name Variables

You can define variable document names using placeholders enclosed in {}.

These placeholders are replaced with the actual values when creating the letter.

The following placeholders are available:

Placeholder	Description
`documentclass`	The document class as defined in the word processor format.
`extension`	The extension (e.g. ".pdf") for the MIME type (e.g. "application/pdf") of the document. If no mime type is defined the extension of the document template is used. If the document template has no extension ".docx" is used as a fallback. The placeholder `{extension}` includes a leading ".".
`formatname`	The name of the word processor format.
`infoareaid`	The info area ID of the record the letter is created for.
`keyword`	The keyword as defined in the word processor format.
`now`	The current time (HHMMSS).
`recordid`	The record ID of the record the letter is created for.
`rep`	The rep name of the current user.
`repid`	The rep ID of the current user.
`tablecaption[:name]`	The table caption of the record the letter is created for. Optionally the name of a custom table caption can be specified (separated by a colon): `tablecaption:<TableCaption_Name>` Note: This placeholder is supported in Aurea CRM.Web only.
`template`	The file name of the template document (without extension).
`today`	The current date (YYYYMMDD).
`user`	The login name of the current user.

Examples:

Definition	Result
`{template}_{tablecaption}{extension}`	Invitation_Mr. John Doe.pdf
`{formatname}{repid}`	Offer100026.docx
`order_{today}`	order_20120531.docx