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

Updated on February 27, 2018 03:59AM by Admin

One of the coolest feature 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 instance: Consider the scenario, while sending out invoices to customers, an employee would like to customize the name of the PDF attachment, according to his requirements. The following steps will help you customize your pdf files. Here we go.

Steps to Customize the PDF File

  1. Go to the Invoices App.
  2. Click on “More (...)” icon -> “Settings” -> “Customize App” -> “Print/Web Layouts”.

    print/web layouts
  3. Open the templates by clicking on the “View Template (...)” icon.
    view templates
  4. Enter the desired PDF name in the “File Name Prefix” field as shown:
    desired pdf name
  5. Once done, click on “Save”.
  6. Now, create a new invoice or select an existing one.
  7. Click on “Send” to send the invoice to the respective customers.
    send in invoice
  8. Now, in the Compose email page, the PDF file name will be renamed as shown:
    pdf file name

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