Rename PDF files

Custom PDF settings

Thao Nguyen avatar
Written by Thao Nguyen
Updated over a week ago

From the custom PDF settings, you can change the form of your file name when uploading or sending.

To do so:

  • Go to Settings ⚙️

  • Click on the "Custom PDF reports" menu

  • Open a custom report you want to edit

  • Go to the "Settings" tab

  • Change the file name as shown below

You can also use dynamic values (listed in the menu) that will automatically include certain information in the file name.

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