Changing Naming convention on save Paperless Office form PDFs

Question

Is it possible to modify the naming convention used by paperless office when storing forms? I have a customer who wants to add a UDF to track Revision Number on Sales Orders and Purchase Orders, and would like the Revision Number to be part of the PDF file name (as a "-00" appended to the S/O or P/O number in the file name).

Steve Passmore · Accepted Answer

There isn't any way to modify the naming of the PDFs. One workaround (I know isn't exactly what they are looking for) is to turn off "Keep Only Last Copy" in Form Maintenance. That way the first printing of the S/O or P/O will have a sequence number of 000 appended to the PDF file name and when a revision is made and the document reprinted the PDFs will have an incremented sequence. All of the PDFs would be available in the viewer for review.

Sage 100

Changing Naming convention on save Paperless Office form PDFs

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