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

  • Profile Image
    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?





  • Profile Image
    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.



    So far, it named it automatically when full name field was added. To include PDF attachments in notification, please check this guide

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