How do I Customize the attached PDF file name While Composing Emails in the Supply Chain Apps?

Updated on July 5, 2017 10:27PM by Admin

One of the coolest feature in the Supply Chain Apps is that one can customize the name of the PDF attachments, while composing and sending out emails from Apptivo.

For instance: Consider the scenario, while sending out purchase orders to customers, an employee would like to customize the name of the PDF attachment, according to his requirement and necessity.

Steps to Customize the PDF File

  1. Go to the Purchase Orders 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:
    pdf rename
  5. Once done, click on “Save”.
  6. Now, create a new purchase order or select an existing one.
  7. Click on “Send” to send the purchase order to the respective customers.
    click on send
  8. Now, in the Compose email page, the PDF file name will be renamed as shown:
    pdf renamed

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