Rename PDF’s for Auto Remittance

  • Rename PDF’s for Auto Remittance

    Posted by DSC Communities on May 11, 2020 at 2:47 pm
    • paige brimberry

      Member

      May 11, 2020 at 2:47 PM

      I’m trying to see if i can set up PDF’s to use some sort of naming scheme instead of the default for when we email PDF attachments.
      thanks!

    • Thomas Nielsen

      Member

      May 12, 2020 at 11:08 AM

      Hi Paige,

      Liaison Messenger EDD allows you to use any data that appears on the document processed to name the PDF. For example, CUST#_WO#_INV#.PDF.Ā  To focus on say, invoices, you could set a global naming convention for all invoices and even override it at the customer level. Messenger EDD offers many additional featuresĀ related to business form and report distribution including the ability to attach supporting documents to outbound and archived documents. For example, attach PDFs of all invoices listed on the statement to the statement in one PDF.

      For more information on Liaison Messenger EDD please follow this link:
      http://www.liaisonsc.com/liaison-messenger-edd

      Regards,

      Tom Nielsen
      Liaison SoftwareĀ 
      800.811.4618 x208Ā  Ā tom@liaisonsc.com

      ——————————
      Regards,

      Thomas Nielsen
      Sales Manager
      Liaison Software Corporation
      Lake Forest CA
      714-543-9877 x201
      tom@liaisonsc.com
      ——————————
      ——————————————-

    • Blair Christensen

      Member

      May 12, 2020 at 11:17 AM

      I think you may have to go with a Third Party for this.Ā  Once the application turns the printing over to the print processor, it doesn’t really have any control down the line…

      ——————————
      Blair Christensen
      Database Administrator
      Oppenheimer Companies, Inc.
      Boise Idaho GPUG Chapter Leader
      ——————————
      ——————————————-

    DSC Communities replied 5 years, 4 months ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

The discussion ‘Rename PDF’s for Auto Remittance’ is closed to new replies.

Start of Discussion
0 of 0 replies June 2018
Now

Welcome to our new site!

Here you will find a wealth of information created for peopleĀ  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!