Xport docnote Xmerge attachment Template Name

Hi dianne.preece.0, you can certainly include the name of an attachment to a file note / doc note in an Xport.

Add your docnotes data source them select to add a new data source and add in the DocNote Attachments data source.

Just make sure you select the blue cog icons once your datasources have been added and use the filter options to filter down to extract only the notes you need to reduce the amount of data being extracted.

Helpful articles in the Community include:

• Data Extraction with Xport
• Xporting Client Document Notes 

In your question you referred to a XMERGE docnote attachment template name, the above will extract the docnote attachment name. If your Xmerge is set to add itself as a note when run, then the xmerge name will be extracted (as this will the name of the attachment.

If, however, your templates merge with something like 'reportout 1538752458', and you are actually wanting the name of the template to merge, you can add a piece of code to your xmerge template and this will name the document when it is merged.

e.g. <:=$flags('output_by_syntax', value=[str('Statement of Advice')]):> will merge your document with the name Statement of Advice.

<:=$flags('output_by_syntax', value=[str('Report Name') + ‘ as at ‘ + str(datetime_merge.format(‘%d %B %Y’))]):> will merge your document with the name 'Report Name as at 18 February 2025.