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The submission PDF copy of record file name Copy of Record File Name can be configured to present itself in many formats. The default option will name the file to be the available file format options include:
Submission Reference Number and the Version
(default)
Form Name + Site Name + Submission Reference Number + Version
Form Name + Submission Reference Number + Version.
Adjusting Submission File Names
for Exisiting FormsOpen up an exisiting form, and go to the form details page.
Under the form details section Under the Admin Section, click on the Forms tab, select a form, click Open to view the Form Details Page.
Under the Form Details Page, the user will see a
dropdown menu called Submission PDF File Naming Scheme.
Select the format
desired for the generated 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.
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 nameViewing the Submission File Name
Once configured, the PDF file generated for newly submitted forms will be generated in the format specified in the form configuration.
If the file format is changed, only new forms submitted will receive the new file format.
To view the PDF for the submitted form:
Search for a new submission corresponding to the Form type that was configured.
Choose a submission, and open the Submission Application Details Page.
Open the Documents tab.
The submission PDF file name will appear based on the scheme selected, e.g., “Form Name + Site Name+ Submission Ref Number + Version”
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