How to have JotForm automatically name the file so that it includes the Client Name?

  • Ted Holmgren
    Asked on April 9, 2019 at 7:29 PM

    Hi, is there a way that once the form is completed (and PDF is sent to a person) that the client's name is automatically included as part of the PDF name?

     

    Thanks,

     

    Ted 

  • Jed_C
    Replied on April 9, 2019 at 9:15 PM

    Yes, that's possible. Full name field should automatically be the name of your pdf attachment file.

    ex.

    1554858861pdf name Screenshot 10

    So far, it named it automatically when full name field was added. To include PDF attachments in notification, please check this guide https://www.jotform.com/help/503-How-to-include-submissions-as-PDF-attachment-in-the-email-notifications.

    Let us know if you have any questions or if you need further assistance.