Hello everyone hope you are doing well.
Actually I am trying to customize filename created using Mass mail Merge but unable to achive this funcatinality(As its standard functinality I dont know how I can change things using Apex, VFPage or javascript). It will be great if you can help me in that.
How to produce it:
Go to Mass Mail Merge
Step 1. Select list to Include in Mail Merge and 
Step 2. Select Document Types to Generate
Step 3. Select Document Templates

What functionality are you unable to perform?
1)If we create One document then receive one email >one document as attached with file name as follows
Example: File name is
Student1-FirstNameLastName_123456789_16March2021_180305.docx
Custom Field(String & Some special character as -) : Student1-FirstNameLastName
Custom Field(Integer) : 123456789
Custom Field(Date) : 16March2021
Custom Field(Time) : 180305
Custom Field(extension) : .docx
2)If we create multiple documents then receive one email> with multiple documents in zip file(zip file as attachment)
Example: File name is StudentsList.zip (Which contains Custom File for 3 students)Files inside zip folder
Student1-FirstNameLastName_123456789_16March2021_180305.docx
Student2-FirstNameLastName_212233445_16March2021_180305.docx
Student3-FirstNameLastName_334455669_16March2021_180305.docx

Custom Field(String & Some special character as -) : Student1-FirstNameLastName
Custom Field(Integer) : 123456789
Custom Field(Date) : 16March2021
Custom Field(Time) : 180305
Custom Field(extension) : .docx

Looking forward for you help. Thank you :)

Hi,

Whenever we use  Mail Merge funtionality from contact ,then it got generated and stored in My Personal Documents .Here 2 questions
1. can we change the Document Name automatically to something generic name which will be applicable for all documnet created from mail merge (as far as i know we can change it manually by edit properties)
2.Can we change the folder from My Personal Documents to any other folder automcatically ,so that other user can access it.

Please let me know if any backend coding is required for this.

Really appreciate if any one help it out. Thanks in advance

I have created a button to do mail merge (to generate Quote) with a specific template. However, I would like to further be able to rename the generated word file. Right now it's always the Template Name + Opportunity Name. In the script I don't see any place to make this possible.. anyone knows how? Thanks. 

 

/mail/mmchoose.jsp?
id={!Opportunity.Id}&
1={!Opportunity.Name}&
retURL=%2F{!Opportunity.Id}&
p8=05HZ10000008V3X&
p3={!Contact.Name}&
p3_lkid={!Contact.Id}&
save=x&
save_new_url=/setup/ui/recordtypeselect.jsp?ent=Task&retURL=%2F{!Opportunity.Id}&save_new_url=%2F00T%2Fe%3Ftitle%3DMail%2BMerge%26who_id%3D{!Contact.Id}%26what_id%3D{!Opportunity.Id}%26followup%3D1%26tsk5%3DOpportunity% EU%252BQUOTE%252B2009%26retURL%3D%252F{!Opportunity.Id}