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Customise Attachment Name with Dynamic Markers

You can modify the attachment name using available dynamic markers to suit your workflow or naming conventions. These markers automatically pull values such as:

MarkersDescription
{{Spreadsheet Name}}The name of the Google Sheet
{{Sheet Name}}The name of the specific sheet being sent
{{Day}}, {{Month Name}}, {{Year}}Current date values

Examples:​

  • Invoice_Vendor1
  • Invoice_Vendor1_Jan
  • Invoice_Vedor1_Jan25