Is there a way to customize the File Name of the exported PDF document?

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    Asked on March 31, 2015 at 04:44 PM

    For example, I am wanting each PDF File Name to have the first and last name instead of a submission ID; like montanajoe.pdf.

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    Answered on March 31, 2015 at 06:02 PM

    I assume you were using the individual PDF export Get PDF button in the

    View Submissions page.



    There is no automated means to do this within the Get PDF tool, but you can also just rename the file after downloading it in your computer.

    Let us know if this will not work for you.


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    Answered on April 25, 2017 at 12:25 PM

    When you save the individual PDF files, it uses submission ID as the file name.  When you download a batch of PDF files, it uses a date format for the file name.

    I would personally prefer the submission ID be used in both, but a way to choose the field(s) used to build the files names would be ideal.

    Thank you.

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    Answered on April 25, 2017 at 01:51 PM

    @wisdef - I noticed you replied to a similar thread here that was already elevated as a Feature Request.

    Now that you've replied to that thread, any updates about that feature will be sent to you via email as well. In case you need to be updated on your own separate thread, we kindly request you to post your own thread here so we can address it. Thanks 😊