PDF Attachment

  • NCChrdept
    Asked on January 31, 2020 at 9:26 AM

    How do I change what the PDF file saves as when it is emailed to the proper recipient? 


    I have attached an example because it is pulling a name that is too long and not specific to the form.

    Jotform Thread 2141465 Screenshot
  • AshtonP
    Replied on January 31, 2020 at 12:38 PM

    To clarify it further, you would like to change your customized PDF file on the email notifications? If so, kindly check this guide: How-to-Customize-PDF-Submissions-Report.

    I checked your form, and it seems that you were able to generate a PDF document. Please refer to this screencast to modify the Email attachments.

    PDF Attachment Image 10

    I suggest you to please refer to this guide for more information:

    https://www.jotform.com/help/503-How-To-Include-Submissions-As-PDF-Attachment-In-The-Email-Notifications

    Hope this helps! Let us know if you need any additional assistance.

    Regards.

  • AshtonP
    Replied on January 31, 2020 at 12:50 PM

    Sorry I forget to mention this:

    Regarding changing the PDF file name, you can go to Design settings and change:

    1580493003pdf file name Screenshot 10

    Let us know if you have any further questions.