--- title: "Customizing Exported Document File Names" slug: "customizing-the-document-file-name-in-a-document-export-query" updated: 2026-02-27T00:06:28Z published: 2026-02-27T00:06:28Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Customizing Exported Document File Names When you build a [document export query](/v1/docs/creating-a-document-export-query-with-configurable-joins), you’ll find a standard `pdf:file` export available as a direct export. This export generates a unique filename for the exported documents. For custom file names, you can recreate the functionality of the `pdf:file` export with a subquery export. ## Step 1: Adding joins (optional) You may require additional joins to access the information desired in the document filename. This example, used for materials associated with an application in Slate, adds three joins. The application and application/person joins will only return values for application-scoped materials. 1. Locate the **Joins** section at the bottom of the query summary page and select **Join**. An **Insert Query Part** popup appears. [![new_cjs_doc_export_query_whole_ui.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/new_cjs_doc_export_query_whole_ui.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/new_cjs_doc_export_query_whole_ui.png) 2. Select the Application export under the **Joins** section under the **Document** category. 3. Select **Continue**. An **Edit Part** popup appears to confirm the export. [![Application Join](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/application_join.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/application_join.png) 4. Select **Save and New**. [![Save Application Join](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_application_join.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_application_join.png) 5. In the **Joins** section, under the **Application** category, select **Person**. 6. Select **Continue**. An **Edit Part** popup appears to confirm the export. [![Insert Query Person](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_person_selected.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_person_selected.png) 7. Select **Save and New**. The **Insert Query Part** popup appears. [![Edit Part Person](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_person.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_person.png) 8. In the **Joins** section, under the **Document** category, select **Lookup Material**. 9. Select **Continue**. An **Edit Part** popup appears to confirm the export. [![Insert Query Lookup Material](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_lookup_material_selected.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_lookup_material_selected.png) 10. Select **Save**. The query summary page appears with the three new joins added. [![Edit Part Lookup Material](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_lookup_material.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_lookup_material.png) [![cjs_doc_export_query_with_joins.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/cjs_doc_export_query_with_joins.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/cjs_doc_export_query_with_joins.png) ## Step 2: Adding exports With the appropriate joins in place (if any), the **pdf:file subquery export** can be built as follows: 1. On the query summary page, in the **Exports** section, select the subquery button ![Subquery Button](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/subquery_button(1).png) (next to the **Export** button). An **Edit Part** popup appears. 2. Name the export **pdf:file**. 3. Change **Output** to Concatenate. Options for **Row Separator** and **Row Offset** appear. Leave these fields as-is. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-PSSR4ILN.png) 4. Add the desired exports to use for the file name. In this example, the exports are: - **Reference ID** (in the **Direct Exports** section, under the **Person** category) - **Export Value** (in the **Direct Exports** section, under the **Lookup Material** category) - **Date** (in the **Direct Exports** section, under the **Document** category) 5. Select **Continue**. The exports appear on the **Edit Part** popup for the subquery export. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-A1A3W5N6.png) ## Step 3: Adding literals Add **literals** to the exports to ensure that the resulting file type is correct and make the file name more readable. This example adds **dashes**. 1. Select the **Literal** button on the **Exports** line. An **Edit Part** popup appears. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-NDVSRIW2.png) 2. Give the literal a value for **Name**, and add the literal character to the Literal field. In this case, the literal is a dash (-) character. The **Name** value can be anything, but to keep things easier to follow, the dash is used in both the **literal**and the **Name** values. 3. Select **Save**. [![Edit Part Literal](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_literal.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_literal.png) 4. Hover over the dash literal and select the copy icon. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-DWDT9S81.png) 5. Select **Save Copy**. The additional literal appears on the **Edit Part** popup list of exports. [![Save Literal Copy](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_literal_copy.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/save_literal_copy.png) 6. Drag the literal to the desired location in the list of exports. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-LLPLZJB3.png) 7. With the desired literals added to the base file name, create an additional literal and a file type export to complete the file name. 8. Select the **Literal** button. The **Edit Part** popup appears. 9. Add a period (.) for the Literal value (you can also use the period character for the Name). 10. Select **Save**. [![Edit Part Add Dot](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_add_dot.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/edit_part_add_dot.png) 11. Select the **Export** button. An **Insert Query Part** popup appears. 12. In the **Direct Exports** section, under the **Document** category, select **File Type**. 13. Select **Continue**. The **Document File Type** export is added to the list of exports. [![Insert Query File Type](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_file_type_selected.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/insert_query_file_type_selected.png) 14. Select **Save**. The completed subquery export for generating the custom file name now appears on the query summary page. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-GMNTDLQ0.png)