How to Change the PDF Attachment's Filename

April 2, 2024

When you set up an email notification and include submission data as a PDF attachment, the default filename in most cases is the respondent’s name. You can customize the PDF filename to create more informative and organized attachments for your records.

To customize the PDF filename

  1. In the Form Builder, open the app selector panel in the upper-left corner.
  2. Select PDF Editor.
Steps to access Jotform PDF Editor from the Form Builder
  1. In the PDF Editor, open PDF Settings on the right.
Guide to view settings in Jotform PDF Editor
  1. Edit PDF File Name, then enter your desired filename.
    Guide to edit the filename in Jotform PDF Editor

    For dynamic filenames, open Form Fields, then select the fields to include in your filenames.

    Guide to create dynamic filenames in Jotform PDF Editor
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