Sign Document: Is it possible to use a tag in the PDF name?

One more question. Is it possible to use a tag in the PDF name?

I want to use "Company" from the form in the PDF name?

Hello again danerh,

Thanks for using Jotform. Unfortunately, changing the PDF name on the email notifications of Jotform Sign using a field's label is not possible. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

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

Hi healthmonitor1234,

Thanks for reaching out to Jotform Support. I moved your request to a different thread to avoid confusion. You can check that out here. I will be sending my reply there shortly.

Reach out again if you have any other questions.

Hi Danerh,

Great news—the Custom Filename feature is now live for Jotform Sign Documents and Sign Forms, just like you asked for! With Custom Filename, you can name your downloaded documents using a mix of static text and dynamic fields, so your files are easier to organize, search through, and manage.

Whether you want one consistent name for all your documents or prefer to pull in form fields or signer data for precision, you’re in control. This means you can find exactly what you need right when you need it.

Note: The HIPAA PHI enabled fields on your forms can’t be used for file naming for security reasons. Here’s how to set your Custom Filename on Jotform Sign Forms:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Then, in the menu to the left side of the page, click on Jotform Sign.
3. In the File Name section, click on the Pencil icon on the right side of the File Name field to edit it.
4. Enter a name or click on the Form Fields Dropdown menu to select a Form Field Name, and that’s it.

To set up your Custom Filename on your Jotform Sign Documents:

1. In Sign Builder, in the green navigation bar at the top of the page, click on Settings.
2. Then, in the File Name section, click on the Pencil icon on the right side of the File Name field to edit it.
3. Enter a name or click on the Form Fields Dropdown menu to select a Form Field Name, and that’s it.

Here’s what your files will look like after downloading them with the Custom Filenames you used:

Give it a try, and, as always, reach out if you have any questions or need any help.