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

September 15, 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 personalize 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 My Forms page and select the form you want to customize as PDF.

2. Click on More.

3. Click on the Create PDF Document option:


Or, go to https://www.jotform.com/pdf-editor/ and choose the form from the dropdown:


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

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.

Comment:

Podo CommentBe the first to comment.