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Document Management

How to Set Custom Filenames for Bulk PDF Generation

Smart Certificates lets you define a naming convention (e.g., "Invoice - {{Client_Name}}") that updates for every file generated.

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How to Configure Custom PDF Filenames

  1. 1 Open the file settings in the Smart Certificates add-on.
  2. 2 Use {{tags}} from your spreadsheet in the 'Output Filename' field.
  3. 3 Generate your PDFs; each will be saved with its unique, custom name.

Filename FAQ

Can I include dates?

Yes, if the date is in your sheet, you can include it in the filename.

Does it work for Slides?

Yes, it works for both PDF and Google Slides output formats.

Can I use IDs?

Yes, using a unique ID in the filename is recommended for organization.