Answered

Ability to change PDF naming syntax

We would like the ability to alter the PDF naming syntax for when documents are downloaded.  We use a bulk upload feature to GoFileRoom that requires a certain naming syntax of the PDF.  Currently we have to change the PDF name manually on hundreds of engagement letters.  UltraTax has this feature to alter the naming structure so that is what made me think of it.  

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2 comments
  • Official comment

    Hello April, 

    Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete. 

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  • We also would like this feature! 

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