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Questions by Category: "Financial configuration"

How do I Customize the attached PDF file name while Composing Emails in the Financial Apps?

June 24, 2021 08:42am by Apptivo FAQ | 1 Answer | Share

One of the coolest features in Apptivo Financial Apps is that one can customize the name of the PDF attachments while composing and sending out emails (Estimates, Invoices, etc.). For i...more

Posted In: Invoices | Estimates | Expense Reports | Financial Configuration

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