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Customize PDF file naming convention

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Customize PDF file naming convention

Help me Please

Lacerte should have User settings to be able to customize the PDF naming convention. If I want to Print a corporation's client copy to PDF I should be able to have the PDF name be 

<Tax Year> <Corp Name> "Return"

Whereas the government copy could be

<Tax Year> <Corp Name> "Signature Pages" 

So that the files are clear when they get emailed to the client. Right now the client sees everything in caps, their client number which has no significance to them, underscores and then government copy (if you are printing government) which they also don't understand.

Having customization around the printing makes it so preparers don't always have to rename their printed PDFs before uploading to their client portals or sending them to clients (password protected of course).

Status: New
Vote now if this is a good idea
1 Comment
evietax
Level 2

I agree completely with this poster.  The automatic names used by Lacerte  have been a continuous annoyance for me too.  I shouold not have to rename every pdf I send to a client!!

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