Customizing Powerform PDF File Name

Question

Hey everyone! I'm not sure if this feature is available, but I wanted to ask just in case it's possible. I've created a powerform that forwards to our ticketing system, generating a PDF. However, I'm wondering if there's a way to grab information from the document (senders name) or perhaps when the initial sender information is filled out, is there a way to customize for that information to populate on receipts file name? I see that “Completed” is automatically added to the receipt, is there a way to customize this?

What is currently showing is, “Completed: WireTransfer.pdf.” What I would like to see is, “Completed: (Name) Wire Transfer.pdf.” Attached is what I am seeing in our ticketing system. Thanks everyone!

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@JP801 - You can edit the subject line in your PowerForm to read: Signer_UserName]] Wire Transfer.pdf where Signer is the Role name on your Template.

Thank you, John! This worked perfectly.

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JohnSantos · Accepted Answer

@JP801- You can edit the subject line in your PowerForm to read:[[Signer_UserName]]Wire Transfer.pdf where Signer is the Role name on your Template.

JP801 · Answer

Thank you, John! This worked perfectly.

Reply

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