Submission PDF File Naming

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

Open up 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.

Viewing the Submission File Name

Go to the submissions tab.

Open up the submission 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”