How can I change the name of the pdf file?

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    Gross_Carolyn
    Asked on August 26, 2019 at 08:21 PM

    How can I change the name of the pdf attachment that is sent as a notification.  It is now giving the name of the person and a date for when they last served.  I would like it to have the name of the person (prefer last name first), and the date that it was submitted.



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    Richie_P
    Answered on August 26, 2019 at 09:41 PM

    You may change the PDF document name in your PDF editor.

    Kindly follow this guide:How-to-Assign-a-Custom-Name-to-a-PDF-Document-with-PDF-Editor

    Please give it a try and let us know if you need further assistance.


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    Gross_Carolyn
    Answered on August 26, 2019 at 10:43 PM
    Noticed that there is a date on the pdf - where do I find the code for it?

    Carolyn

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    BDAVID
    Answered on August 27, 2019 at 12:05 AM

    That is the submission date, but it is not available on the PDF File Name setting. However, you can add a Date Picker field on the form, and it will be available in the PDF File Name setting:

    1566878513date.png

    Let us know if you need more help, we will be glad to assist you.

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    Gross_Carolyn
    Answered on August 27, 2019 at 11:43 AM
    Is there anyway of putting last name first name -- I notice it takes the Name from the question, do I need to create two questions in order to get that information?


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    BDAVID
    Answered on August 27, 2019 at 11:54 AM

    If you want to put them in that order "Last Name", then "First Name", you would need to use two Short Text Entry field to capture the First and Last name.

    Let us know if you have more questions.