How can I change the file name of the PDF that gets attached in the email templates?

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    Genyk
    Asked on June 27, 2019 at 01:06 PM

    Hello,

    I love the fact that we can attach a copy the completed form in a .pdf and attach it to the autoresponder email... But the randm name it gives is confusing.

    I need it to match the company name and the date. How do I do that?

  • Profile Image
    Welvin
    Answered on June 27, 2019 at 01:54 PM

    Hi there,

    You can do this through the new PDF editor. I see you are using it, so kindly visit the editor to change the file name.

    Guide here https://www.jotform.com/help/553-How-to-Assign-a-Custom-Name-to-a-PDF-Document-with-PDF-Editor

  • Profile Image
    Genyk
    Answered on June 27, 2019 at 02:43 PM
    The editor is not really user-friendly…
    I cant even find where to access the customize part…
    [cid:image001.png@01D52CF2.F5B00900]
    De : Jotform
    Envoyé : 27 juin 2019 13:54
    À : commandes/orders
    Objet : Re: Changing the .pfd name to match the fields in my form.
    A new response has been received:
    [JOTFORM]
    Answered by Welvin
    Hi there,
    You can do this through the new PDF editor. I see you are using it, so kindly visit the editor to change the file name.
    Guide here https://www.jotform.com/help/553-How-to-Assign-a-Custom-Name-to-a-PDF-Document-with-PDF-Editor.
    View this thread on browser » Unsubscribe Thread
    1561658068
    ...
  • Profile Image
    Welvin
    Answered on June 27, 2019 at 03:01 PM

    Our apologies, but the new PDF editor is optimized to look like the form builder where you can find the fields at the left sidebar and the designer at the right side. Please check the below quick video to get into the PDF editor and customize tab;

    https://drive.google.com/file/d/1DLxBYMxS0FrA_Qdq4L76-_RzsYKoetE5/view

    Can you confirm if this is the form you'd like to customize its PDF, https://www.jotform.com/91755400231246? I can do it for you if you still cannot get into that window. 

  • Profile Image
    Genyk
    Answered on June 27, 2019 at 03:43 PM
    Yes, this if the form I’m trying to fix.
    I did not manage to get it working…
    De : Jotform
    Envoyé : 27 juin 2019 15:01
    À : commandes/orders
    Objet : Re: How can I change the file name of the PDF that gets attached in the email templates?
    A new response has been received:
    [JOTFORM]
    Answered by Welvin
    Our apologies, but the new PDF editor is optimized to look like the form builder where you can find the fields at the left sidebar and the designer at the right side. Please check the below quick video to get into the PDF editor and customize tab;
    https://drive.google.com/file/d/1DLxBYMxS0FrA_Qdq4L76-_RzsYKoetE5/view
    Can you confirm if this is the form you'd like to customize its PDF, https://www.jotform.com/91755400231246? I can do it for you if you still cannot get into that window.
    View this thread on browser » Unsubscribe Thread
    1561662078
    ...
  • Profile Image
    Mike
    Answered on June 27, 2019 at 04:36 PM

    You can open the PDF Editor from the Advanced tab of the email notification.

    Then, click on the Layout Settings brush icon, go to the Customize tab and change the PDF File Name mask.

    Since you have two PDF documents in your form, you may need to adjust the name on the second document as well.