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question about Word templates: output name

Posted on by Microsoft Employee

You have quotes.  You made a template for them.  You use the Save as PDF or Email PDF buttons to build documents via the template.

It always comes out with the same name for the pdf file.  Is there a way to instruct the Word template to name the file (e.g. use the quote number field value) dynamically?

TIA

PS- yes, I know the Wave 2 release due in October allows one to manually change the file name but, that is not the question.  The question is to dynamically name the file.

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