How to configure the file name prefix in Apptivo?

Updated on September 25, 2020 05:02AM by Admin

While printing your documents in PDF, you might want your documents to be downloaded in a particular file name format. This can be configured effortlessly from the Print/Web Layouts of your application.

Consider configuring the file name prefix in the Estimates App.

Steps to configure the file name prefix

  • In the Estimates App of Apptivo, select Settings from the App Header.
Estimates App

  • Go to Customize App → Print/Web Layouts from the left navigation panel of the Settings page.
  • In the Print/Web Layouts, there is a field to configure the File Name Prefix in the File Name section.
  • This field does not decide the name of your file when you print the estimates in PDF. Rather, this field is a default value (editable) that applies while creating a new template in the Print/Web Layouts page.
Settings

  • Here, the file name prefix is estimates_. Now, create a new PDF template. In the Create Template page, you can see the File Name Prefix is the same as the one configured in the home page of Print/Web Layouts.
Layout Page

  • Consider the File Name Prefix value is changed in the Print/Web Layouts home page.
  • When a template is created after this change, the new value will appear in the File Name Prefix field of the newly created template.
  • It is not necessary to have the same File Name Prefix in the Print/Web Layouts home page and template page. When a new template is created, you can change the value in its File Name Prefix field.
  • The value configured in the template will appear as the name of the PDF file.
  • Consider the File Name Prefix is estimates_ in the Print/Web Layouts home page. The File Name Prefix is ImpEst_ in a template named, Important Estimate.
Changed Name

  • Now, go to the overview page of an estimate. Select the template whose file name prefix is edited and click the Print PDF button.
Estimate Overview

  • You can see the file name is as per the configuration carried out in the estimate template and not in the Print/Web Layouts home page.
PDF Copy