Currently the file names of the PDFs sent via email and downloadable in the client portal are the same as the document numbers.
If you haven’t changed the default setting, it will be 0001.pdf, 0002.pdf etc.
You can change the number format like:
In this case the numbers will look like 2021-0001. The file name of the pdf is 2021-0001.pdf.
I haven’t been able to change the file name format or set a custom prefix and I personally don’t see a big need for this but I would love to see the file name being formatted like:
invoice-2021-0001.pdf or invoice-0001.pdf
and credit-…, quote-… etc.
Let me know what you think.