At the final the Confirmation step, you’ll be asked to enter a File name. This field is optional, and if you choose not to provide a name, the system will automatically use the template’s name as the file name. The name you provide here will be used for both the document’s logical name and its file name.
The message you see next will be determined by your choice in the previous Merge options step. If you had selected Yes for the option Combine all documents in a single file, the message will indicate that the system will merge all the generated documents into a single file of the format you’ve chosen.
If you had chosen No for the same option, the message will indicate that the system will create individual documents for each data item, which will then be compressed into a .zip file for convenience.
By allowing you to set the document’s name, DocuGenerate ensures you have control over the organization and easy identification of your generated documents.