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Document title vs document name

The document title is what is printed on your PDF; the document name is what you call the design. Here is where each one lives and how to change it.

Updated 3 min read

The two sound alike and are easy to mix up. In short: the document title is printed at the top of the PDF; the document name is the name of the design, and only you see it.

Both belong to a document design, so both are set in Settings → Documents → Document designs — but in different places.

Document name

The document name is the name of the design itself. It exists so you can keep your designs organised when you have more than a few, and it is what the Name column shows in the designs list.

To change it, open the row’s ⋮ menu in the designs list and choose Modify. It takes the name along with the design’s document type and language.

So an invoice design can be called Invoice (test customer) while the title printed on the PDF still reads Invoice. Your customer never sees the document name.

Document title

The document title is the heading printed on the document — create an invoice and the title on the PDF reads Invoice. The designs list shows it in its Title column.

To change it:

  1. Open the design.
  2. Click the Document detail block on the page — the block with the heading and the document number — or its gear icon in the Blocks list.
  3. On the Content tab, type the heading you want under Document title — Fee note instead of Invoice, for example.
  4. Click Save.
The Document detail block selected in the Invoice Office document design editor, with the Document title field on its Content tab, reading Invoice, outlined in red above the list of document detail fields

The Document title row in Field names and values

The design’s Field names and values table also has a Document title row. A Field name typed there takes precedence over the title in the Document detail block. Like Reference, Specification and the flex fields, it also has a Show default value switch — see How to change the label name.

The Modify Field names and values window in Invoice Office with the Document title row's Field name set to Fee note and outlined in red, next to its Show default value switch

Because designs are held per language, set the title on the design for each language you send documents in.

Which one do I want?

You want to changeUse
The heading printed on the PDFDocument title (Document detail block, or Field names and values)
What a design is called in your accountName (⋮ → Modify in the designs list)
The file name of the PDF sent by emailDocument name .pdf (Settings → Company settings)

The PDF file name is a third, separate setting — see How to change the document PDF name.

Still not sure? Contact us and we will point you at the right field.

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