Skip to content
Go to preciselycontracts.com
  • There are no suggestions because the search field is empty.

Use references to create consistent naming for drafted projects and documents

Learn how to use references to automatically populate dynamic values, such as names and dates, in project and document titles.

Overview

Workflow templates include two types of titles:

  • Template title – the name shown when selecting a template during drafting

  • Drafted project name – the name assigned to the project once it is created

Why use references to populate titles?

Including references in titles allows you to:

  • Automatically insert dynamic values (e.g. counterparty name, dates)
  • Avoid manual renaming after drafting
  • Maintain consistent naming conventions across projects and documents
  • Quickly distinguish between generated items

References can be used in:

  • Project titles
  • Template documents
  • Template appendices

Example: A project title can include the counterparty’s name, while a document title can include a start or end date.


Best practices

For best results, establish a clear and consistent naming convention across all templates in your organization. Standardized formats make projects easier to manage and search.

Create a drafted project name

Before using a reference in a title, make sure it exists in the template (e.g. as a question).

To configure the drafted project name:

  1. Click Edit in the template
  2. Enter the title using references in square brackets (e.g. [Counterparty_Name])
  3. Click Save

Rename template documents and appendices

You can also use references when naming template documents and appendices.

To rename a document or appendix:

  1. Click the options menu (three dots) next to the item
  2. Select Settings or Rename appendix
  3. Enter the title using references in square brackets

References work in titles for both PDF appendix files and editable appendices.



    How to format references in titles

    References are written inside square brackets:

    [reference_name]
     

    There are two types of references you can use:

    1. Template references

    These are references created within a specific template.

    • They must exist in the template to work
    • They are populated with actual values (e.g. names, dates) when the project is generated
    • You can find the exact reference name in the settings of the reference

    • Formulas can also be used to populate titles, simply insert the formula name within square brackets. 

    Note: Long text and multiple clause references cannot be used to populate titles.

    2. System references

    These are predefined and available in all templates:

    • [PROJECT_CREATION_DATE]
    • [PROJECT_ID]
    • [PROJECT_CREATOR_NAME]
    • [ORGANIZATION_ID]
    • [ORGANIZATION_NAME]
    • [PROJECT_EXTERNAL_ID]

    Note: System references must be written in capital letters.


    Is there any limit to the title length?

    The titles can contain up to 255 characters. If the title is longer than the limit, you won't be able to generate a document, and will get an error message instead.