Set file name prefix for pdf

Self-Hosted | v5
1
version 5.1.5

Hi,

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:

Bildschirmfoto 2021-02-11 um 12.19.35

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.

Thanks,
Gijs

1 Like
2

Thanks, I think it’s a good suggestion!

cc @david

3

@hillel would simply $entity->number.pdf work?

4

I think the suggestion is add the entity type as a prefix.

Since different entity types can have the same number I think it’s a good idea.

2 Likes
5

I’m looking for a way to change the default file name too. But instead of the name suggested above, I’d want to add the client name instead.
In version 4, I found in these forums a way to edit a PHP file to achieve this. Can this be achieved in the same way in v5?
If so, which file should I edit, please?

Thank you!

2 Likes
6

Any way to make the filename human readable and recognizable for the client convenience?

7

Sorry, the app doesn’t support adjusting the file name.

8

Not yet :slight_smile:
Maybe a suggestion for a future update?

Thanks,
Gijs

9

I think this is the same issue on GitHub, please add a thumbs up to it.

2 Likes