Custom file name for Edit and send email option in the FT package for Salesforce

The FT button allows you to “Edit and Send” a document to recipients. Till now you could set the file name in the form builder, by selecting a form field. In this version we’ve added the option to configure a custom file name.
All you have to do is:
- Go to the "PDF settings" window.
- Open the "Salesforce Button" category.
- Open the "Edit and Send mail" option.
- Turn on the "Custom file name" checkbox.
- Select "Custom" from the dropdown.
- Click on "Configure" and create the custom name in the editor.
Watch how to create a custom file name for the Salesforce Edit and Send option


Enjoy!