Skip to content
English
Contact us
Go to fileinvite.com
  • There are no suggestions because the search field is empty.

Modify the naming convention for converted PDF files

Learn how to customise the naming format for converted PDF files, so downloaded files are consistently named and easy to find.

If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.

Accessing PDF Naming Settings

  1. Click the Settings icon (⚙️) in the bottom-left corner of the sidebar
  2. Select File Sync Settings from the Settings menu
  3. Click the FILE OPTIONS tab
  4. Enable the Rename downloaded PDFs toggle — when active, the toggle turns orange

Customizing the Naming Convention

Once the toggle is enabled, the following fields are available for configuration:

Field Format Options Notes
Date YYYYMMDD (default), and others Selectable via the Format dropdown
Invite Reference — Uses the internal reference for the Invite
Invite Subject — Uses the subject line of the Invite
Request Subject — Uses the subject of the individual request
Contact(s) Name Firstname Lastname (default), and others Selectable via the Format dropdown
Contact(s) Company — Uses the borrower's associated company name
Request Group — Uses the name of the request group the file belongs to

Reordering fields

Drag fields into your preferred order using the ⠿ handle on the left of each row. The PDF Converted Filename Preview at the top of the section updates in real time as you make changes.

Showing or hiding fields

Use the eye icon on the right of each row to include or exclude a field from the filename:

  • Open eye — field is included in the filename
  • Crossed-out eye — field is excluded from the filename

  • When you have finished configuring, click Save Settings.

Available Fields

All fields are visible and configurable directly on the FILE OPTIONS tab. Two fields are particularly useful for complex workflows:

Contact(s) Company — inserts the borrower's associated company name into the filename. Useful for organising documents by business entity when managing multiple clients or commercial lending applications.

Request Group — inserts the name of the request group the document belongs to. Useful for maintaining document organisation across Invites with large numbers of requests.

💡 Best Practice: Use the live PDF Converted Filename Preview to test your configuration before saving. For example:

  • Date + Invite Reference + Invite Subject + Contact(s) Name + Contact(s) Company + Request Group → 20240306_Loan1234_Special Loan_Karen Ramsay_Company_Identifications.pdf
  • Date + Contact(s) Name + Request Group → 20240306_Karen Ramsay_Financial Statements.pdf

Note: The File Sync Settings page also includes a FOLDER OPTIONS tab for configuring how folders are named in your cloud storage, and a FILE SYNC tab for managing your cloud sync connections. See Integrating Cloud Sync with Box, Integrating Cloud Sync with Google Drive, and related articles for more details.

🎉 Your PDFs will now download with consistent, meaningful names every time! 🎉