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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

, but the file name can also be configured to show the

  • (default)

  • 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.

Image RemovedUnder the form details section

Under the Admin Section, click on the Forms tab, select a form, click Open to view the Form Details Page.

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  • Under the Form Details Page, the user will see a

drop down

  • dropdown menu called Submission PDF File Naming Scheme.

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  • Select the format

you wish to apply to the

  • desired for the generated PDF File Name.

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  • Click Save.

Adjusting

Viewing the Submission File

Names for New Forms

Under the Admin menu click forms and select add new form.

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Create a new form, publish it, go to the form details page.

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Under the form details section the user will see a drop down called Submission PDF File Naming Scheme.

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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.

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Viewing the Submission File Name

Start a new form submission.

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Complete and submit the form then return home.

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Open up the Application details page.

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Go to the documents tab.

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The user will see the submission pdf file name appear based on the scheme selected:

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.

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  • Open the Documents tab.

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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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