How to Change the PDF Attachment’s Filename

December 14, 2022

When you set up an Email Notification, you can include the submission data in the email as a PDF attachment. The respondent’s name will be the PDF’s filename in most cases but you can customize this in PDF Editor.

Here’s how:

  1. In Form Builder, open the quick access menu in the upper-left corner.
  2. Choose PDF Editor from the options.
Quick access PDF Editor
  1. In PDF Editor, click on the document’s gear icon on the right to open PDF Settings.
pdf-editor-gear-icon-min.png
  1. Next, click on the pencil icon in the PDF File Name section.
pdf-editor-file-name-min.png

Note: You can add static texts to the filename by typing directly in the PDF File Name field after clicking on the pencil icon.

  1. In the PDF File Name section still, click on Form Fields, then select the form fields to include in the filename.
pdf-editor-settings-file-name-form-fields-min.png
  1. Click anywhere outside the form field selection panel to save the changes.

To remove a form field from the filename, edit the filename, hover your mouse over the pill, then click on the remove (x) icon.

pdf-editor-file-name-remove-form-field-min.png

You can also deselect the fields in the Form Fields selection panel to remove or exclude them in the filename.

pdf-editor-settings-file-name-form-fields-min-png
Was this guide helpful?
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comments: