How can I tell the PDF title to be the first and last name of a client when emailing?

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    secureform
    Asked on April 06, 2017 at 07:12 AM

    Hi,

    I have an intake form that has a dropdown box with employee names. The

    The employee selects his/her name

    Fills in data of clients, like name and address

    The intake form, after submission, is emailed as a pdf to the employee

    The pdf title is a number. Example: 3671063657012120546.pdf

    Question: How can I tell the pdf title to be the first and last name of a client when emailing?

     

    Thank you.

  • Profile Image
    Welvin
    Answered on April 06, 2017 at 08:04 AM

    Unfortunately, it's not possible in the Attach PDF feature. You cannot change the PDF naming in the form builder. You can only assign a name based on the field input when integrating with File Sharing services like Dropbox, Google Drive or Box.