documentation request - renamed documentation files
Status: Under Review
Description
We'd find it very useful to be able to add in tags to template file names so when the documents are created it renames the files for download. We send out a per-tenant payment schedule for example from signable as part of their tenancy package. The process would be that after downloading the payment schedule we would have to open up explorer, rename the file with the tenants name, ready for re-upload against the tenancy. There should be no reason that we can't rename the files - upload the filename as "Payment Schedule for [[Tenant.Forename]] [[Tenant.Surname]].docx" for example. Obviously agentOS would have to do some filtering to ensure there are no file system issues (eg a / in the filename) but this would be very useful.
Activity