Rename uploaded PDF file name

  • Gerard Mclean
    Asked on July 26, 2024 at 9:28 AM

    Questions, can't find anywhere... I'm researching form companies to integrate into our TourneyCentral product... teams need to submit team rosters, liability waivers, etc... we don't want to deal with file uploads, so we'e looking to partner and integrate.

    We can feed back the team ID on a hidden field, but file upload names... any way to rename them as they come int, example, teamID is 508987 so every file this team upload s prefaced with 508987-file name.pdf ??

    I'm trying to avoid an admin seeing 800 files called roster.pdf and being driven crazy trying to see which goes to which team.

    Thanks!

    G.

  • Richie JotForm Support
    Replied on July 26, 2024 at 9:54 AM

    Hi Gerard,

    Thanks for reaching out to Jotform Support. It is not possible to rename the uploaded files. The system uploads the file and keeps it the way the user has uploaded it. If you want to create a PDF document attachment to your email, then it is possible to edit the PDF document name. Let me show you how:

    1. In Form Builder, open the app selector panel in the upper-left corner.
    2. Click on PDF Editor.
      Rename uploaded PDF file name Image 1 Screenshot 40
    3. In PDF editor, click on gear icon on the right side of the screen.
      Rename uploaded PDF file name Image 2 Screenshot 51
    4. Then in PDF Settings, under PDF File Name click on Pencil Icon to change name.Rename uploaded PDF file name Image 3 Screenshot 62

    You can check out this guide on how to change PDF document name.

    Let us know if there’s anything else we can help you with.

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