Alternate document name

If you want to keep the original file name, but want a different name to appear on the binder index, you can enable a different name for the index and also add a description.

Alternate names:

This name will be used as the index name and external file name in a multi-file binder download.

To enable an alternate name:

1. On the Build Binder page, hover over the document card you'd like to add an alternate name to
2. Click the open book icon
3. Enable the "Use an alternate name on binder index" toggle
4. Enter the alternate name under the External Name field
5. Hit the enter key

Descriptions:

You can also add a description to the name ex: date as of 1/20/20 by party a. This will be appended to the name in the index and file name.

To add a description:

1. On the Build Binder page, hover over the document card you'd like to add a description to
2. Click the open book icon
3. Enable the "Use an alternate name on binder index" toggle
4. Enter the Description name under the Description field
5. Hit the enter key