Applicability: SeamlessDocs and Web Forms

Did you know that you can customize the name of the PDF that is generated once a form is submitted? You can write out the full name of the file, or you can map an existing field from the doc. For example, if you have a NAME field on the form, the saved PDF file for each respective submission will read, “{NAME} Submission.”

These PDF files will be sent in all email notifications. It’s worth noting that these PDF files will not appear when your signature is being requested. It’s simply another way to keep the submissions organized and provide additional context within the email submission notifications.

How would you customize the PDF file names?