How do I change the naming convention of a form when I download individ

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    Member_Services
    Asked on October 13, 2020 at 01:58 AM

    How do I change the naming convention of a form when I download individual entries.

    For instance, I would like to Include {First Name} {Last Name} - {Form Name} when downloading



    This is a re-post of a comment on How to Download Form Submissions as Excel/CSV/PDF

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    Vick_W
    Answered on October 13, 2020 at 03:39 AM

    Hi there,

    If I understood correctly you are referring to using the naming convention for PDF downloads? If yes then here is how you can change it. In your PDF editor please click on the blue paint roller.

    1602574477_5f85588d5b42b_

    Then click on Customize and scroll down until you see the PDF FILENAME and click on the pen icon.

    1602574632_5f855928bd852_

    Now the form field option will become visible. Please click on it to select or deselect the fields You want to use as names.

    1602574722_5f85598273054_

    If you are referring to something else then please let us know and we will be glad to provide assistance.

    Thanks.

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    Member_Services
    Answered on October 13, 2020 at 06:28 AM
    Thanks, this gets me almost there.
    How can I add the title name of the form into the file name also
    Same question for integration and google drive.

    I would like to end up with eg: Jane Doe - Member Details.pdf for instance
    Thanks
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    ...
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    Mike_G
    Answered on October 13, 2020 at 06:50 AM

    Here's how you can achieve your required filename for the PDF copy of your form submissions.

    1602585897_5f8585299a89a_zt201013_064343

    1602586048_5f8585c064c4a_zt201013_064648

    As for your other concern, I have moved it to another ticket to avoid confusion.

    Here's the link to the new ticket: https://www.jotform.com/answers/2630739

    We will be responding to that ticket shortly. If you have any follow-up questions about your other concern feel free to respond to that ticket.

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    Member_Services
    Answered on October 13, 2020 at 07:28 AM
    Thanks for the example. This is not a PDF form.
    I’m downloading it from the submissions > view > download > download pdf
    If I customize PDF, will changes I make here apply to just that particular (entry) and can I apply that to all entries.
    Sent from my iPhone
    ...
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    Patrick_R
    Answered on October 13, 2020 at 08:28 AM

    Hello!

    - I’m downloading it from the submissions > view > download > download pdf. If I customize PDF, will changes I make here apply to just that particular (entry) and can I apply that to all entries.

    This customization will be applied to PDF downloads of all entries.

    Thank you!