When saving a K1 to PDF it defaults to save with the investor name and client number. Can the entity name be added as well? If an investor is invested in a number of returns, they want to be able to easily identify which is for which account without opening each PDF.
This would take a long time to get through the development process if it gets approved FYI. In the meantime, highly recommend looking into a file renaming tool. You could export a list of your entity clients with client name and number, and then the renaming tool could look for the entity client number and replace it with the name.
