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The submission PDF copy of record file name can be configured to present itself in many formats. The default option will name the file to be the Submission Reference Number and the Version, but the file name can also be configured to show the Form Name + Site Name + Submission Reference Number + Version, or the Form Name + Submission Reference Number + Version.
Adjusting Submission File Names for Exisiting Forms
Open up an exisiting form, and go to the form details page.
Under the form details section the user will see a drop down calledSubmission PDF File Naming Scheme.
Select the format you wish to apply to the PDF File Name.
Click Save.
Start a new form submission.
Submit the form.
Open up the Application details page.
Go to the documents tab.
The user will see the submission pdf file name appear based on the scheme selected.
Adjusting Submission File Names for New Forms
Under the Admin menu click forms and select add new form.
Create a new form, publish it, go to the form details page.
Under the form details section the user will see a drop down called Submission PDF File Naming Scheme.
The submission will automatically default to “Form Name + Site Name+ Submission Ref Number + Version”.
Select the format you wish to apply to the PDF File Name.
Click Save.
Viewing the Submission File Name
Start a new form submission.
Submit Complete and submit the form then return home.
Open up the Application details page.
Go to the documents tab.
The user will see the submission pdf file name appear based on the scheme selected.: “Form Name + Site Name+ Submission Ref Number + Version”
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