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Question

Smart file names

  • March 28, 2024
  • 1 reply
  • 11 views

Alli Steele
Forum|alt.badge.img

Why do my files not show as the name they have been called? I have made and named several smart files to identify what they are but once the client has viewed or filled them out and I see them in my files area for my clients they dont show the actual name.

1 reply

Diana The Finer Points
Luminary
Forum|alt.badge.img+9

Under Company Settings and then PREFERENCES - scroll to the bottom and go to “default name format”. 

 

Make sure “Project Name + Template Name” is chosen.