How to Assign a Custom File Name to Your PDF Report With PDF Editor

January 10, 2024

The PDF Editor lets you create beautiful PDF reports with custom filenames for your submission and send personalized PDFs based on your form fillers’ answers on your form.

To change your PDF report’s file name

  1. Go to My Forms and choose a form.
  2. Open More on the right, then select Open PDF Editor from the menu.
Steps to open PDF Editor   from My Forms
form-builder-quick-asscess-pdf-editor-min-png

Did you know?

You can also access the PDF Editor from the app selector panel in the upper-left corner of Jotform products.

  1. In the PDF Editor, open PDF Settings on the right.
The PDF Settings icon in Jotform PDF Editor
  1. Under PDF File Name, select the edit (pencil) icon.
How to Assign a Custom File Name to Your PDF Report With PDF Editor Image-1
  1. Enter your desired file name or open Form Fields to dynamically assign a file name to your PDF.
The PDF file name in Jotform PDF Editor

The PDF Editor automatically saves your changes.

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