How to Assign a Custom Name to a PDF Document with PDF Editor

October 31, 2021

Our new PDF Editor now lets you create a beautiful PDF template for your submissions, and at the same time, create multiple PDF documents that you can also use to send a personalized PDF based on the user input in the form.

With these improvements, the customization doesn’t end there. Our old editor only gives you the file with the submission ID as the file name. Now, with our new PDF Editor, you can assign a custom name to the PDF file based on the field input in the form.

So, how to change the file name of the PDF document? Please follow the steps below:

  1. Go to the My Forms page and select the form you want to customize.
  2. Click on More.
  3. Click on the Open PDF Editor option.
  4. In the PDF Editor, click the “layout settings” which is the paint roller on the right.
  5. Go to the Customize tab.
  6. Navigate to the middle part of the window.
  7. Find and click the PDF File Name box to bring up the list of fields:
  8. Choose the fields that you’d like to use for the PDF file name.

The PDF Editor will automatically save your changes, but make sure to see the indicator at the top bottom of the form title.

And that’s how you change the file name of the PDF document of your forms.

If you have any questions, any difficulties changing the name, please let us know in the comments below or head over to our support forum.

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