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

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    Ted Holmgren
    Asked on April 09, 2019 at 07:29 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 

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    Jed_C
    Answered on April 09, 2019 at 09:15 PM

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

    ex.

    1554858861pdf_name.png

    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.