You can now set the custom PDF
file name for Jobs, Quotes, Invoices, and Contracts.
Navigation: Settings -->Organization Settings --> Job Settings --> Default Job PDF Filename
PDFs downloaded from our Zuper system can be given standard file names with our
1. Select the “Settings” icon
from the left panel. Under “General Settings,” choose “Organization
2. Under the “Configurations,”
select the “Job Settings,” and enter the “Default
Job PDF File Name” by choosing from the “Search Job Component.”
Select the “Save Settings” button to save the
PDF File Name.
3. The settings are saved successfully.
1. Select the “Jobs” icon from the left panel
and choose the job for which you want to download the Job card PDF.
2. Click the “Print & Share” option from the top right corner and choose “Print / Save as PDF."
3. Select the
Card Template” and click the “Save” button.
4. The Job card PDF is successfully downloaded, and you can see the file name per the defined settings.
The business can define the preferred PDF file name in
the settings, and while downloading the PDF, you can see the downloaded file
name is as per the preferred name given.
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