Introduction
Customizing the name of PDFs generated from form responses in BoloSign helps in organizing and identifying documents efficiently. This guide will walk you through the steps to set up and customize the name of PDFs in your form settings.
1. Click on "Form"
2. Create a form
3. Click on "Settings"
4. Click on "Add Question"
5. Select a question
6. Add the text and click "Save"
7. Click on "Send"
8. Fill out the form and submit
9. Click on "Responses" from your dashboard
10. Click on "Download"
11. The PDF is generated with the updated name.
FAQs
How do I add a new question to customize PDF names?
In the form settings, click on "Add Question," select a field, and save it. This field will be used to customize the PDF name.Can I customize the PDF name after the form is created?
Yes, you can edit the form settings and select a new question to customize the PDF name even after the form is created.What types of fields can be used to customize the PDF name?
Any field that collects text input, such as "Name," "Project Title," or "Reference Number," can be used to customize the PDF name.How does customizing the PDF name help in document management?
Customizing the PDF name helps in organizing and identifying documents more efficiently, making it easier to locate specific files.Can I change the PDF name customization for existing responses?
The customization applies to new responses. For existing responses, you may need to regenerate the PDFs.What happens if I don't customize the PDF name?
If you don't customize the PDF name, the default naming convention set by BoloSign will be used.
Conclusion
Customizing the name of PDFs in BoloSign form settings enhances your ability to manage and organize documents effectively. By following these steps, you can easily set up and customize the PDF names, ensuring that your documents are identifiable and well-organized. This feature improves document management and streamlines your workflow, making it easier to find and reference specific files.