Modify the naming convention for converted PDF files

New File Naming Variables

FileInvite has introduced two new variables to give you greater flexibility and structure when naming files — especially useful for complex workflows:

🏢 Company Variable

• Usage: {Company}

• Function: Inserts the contact’s associated company name into the file name

• Example: If John Smith works at ABC Corp, the file name will include ABC Corp

• Benefit: Ideal for organizing documents by business entity

📁 Request Group Variable

• Usage: {Request Group}

• Function: Inserts the name of the request group the document belongs to

• Example: If the document is part of a group called Financial Statements, the file name will include Financial Statements

• Benefit: Helps maintain request organization in the file naming structure

💡 Example File Name Formats

You can combine new and existing variables to create meaningful, structured filenames. Here are a few examples:

• {Company}_{Request Group}_{Document Type}_{Date}

• {Contact Name}_{Company}_{Request Group}

These combinations are particularly helpful for:

• Commercial lending across multiple entities

• Managing files for clients with complex organizational structures

• Coordinating team-based document workflows

✅ Summary of New Options (Under “Available Variables”)

These can be used alongside existing variables like {Contact Name}, {Date}, and {Document Type} for complete customization.