Google Drive Integration: Use the PDF file name set in the PDF Editor

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    desertrose1
    Asked on October 27, 2020 at 05:14 PM

    When I upload a PDF and create an online form using that, the problem I am facing is when I use the Google Drive integration to have the forms sent to specific folders in my Drive. The name of the PDF gets saved as the same name as the Sub Folder it is being saved under.

    I tried to got o the New PDF editor and change the the PDF file Name, but it still changes in this integration to be saved as the same name as the folder.


    This is a problem because I have it set where all forms are sent to a sub folder labeled "Client Name" so all forms are sent to the same sub file of "Client Name", but now each Form is labeled as 'Client Name' which makes finding the form I am looking for difficult.

    Is there a way to have the PDF Name separate from the Folder it is being sent to name. For example, I choose to have it sent to "Client Name" Sub folder but the PDF Name will be saved under "Form Title".

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    EltonCris
    Answered on October 27, 2020 at 08:32 PM

    I think that is how it is configured currently but I'll escalate this as a feature request so this will be corrected in the future updates.

    I can also confirm that the PDF file name set in the PDF Editor is ignored in the Google Drive Integration. For example, I set it to use Form Title as the PDF file in the PDF Editor.

    10282020_92TC5Nq9jr.png

    On Google Drive Integration, I set the Sub-Folder name to use the Name Field.

    10282020_ymkxIdUQKM.png

    When the PDF file is sent to Google Drive, the PD file name uses the sub-folder name instead of the file name configured in the PDF Editor.

    10282020_IeAqhT1MUP.png

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    desertrose1
    Answered on October 29, 2020 at 12:11 PM

    Is there a way we can escalate this feature faster. As a mental health clinic this feature is extremely important because it can aid in how our client cases are organized and significantly decrease the manual work that goes into having to rename all the PDF files. If possible could we pay for this feature to exist sooner rather than later? I can't stress how important this is to us.

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    Simon_L
    Answered on October 29, 2020 at 02:30 PM

    Hello,

    I can see that the issue you reported to us is still flagged as "Opened". I believe our dev team is still working on it.

    Unfortunately, we cannot provide you with an ETA. On behalf of the entire team, I apologize for the inconvenience.

    Let us know how we may be of any further assistance,

    Thank you for your understanding.