Separate Template Name & Template PDF Attachment File Name

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Ashley Kalz

• 07 April 2021 03:34

Currently when we send a template as an attachment, the email subject and attachment file name both default to be the "Template Name" field, i.e. 

This means we need to set the template name to the desired attachment file name, then remember to adjust the email subject each time we send it.

 

An additional field to specify an attachment file name would solve this issue by enabling us to use the "Template Name" field solely as the email subject.

E.g. something like this would be ideal:

This would eliminate a lot of confusion and room for error!

10

• Official comment

  

  Madi

  • 05 November 2025 00:19

  Hi Everyone, 
  
  Thank you for your suggestions and feedback!
  A Default Email Subject field has been added to the template update page to allow you to set a default subject to be sent instead of the template name. 
  
  
  
  Thanks again, 
  Madi

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  Jackie Rousseau

  • 07 April 2021 03:39

  Yes please this sounds fantastic!

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  Suman Adhikari

  • 16 June 2021 00:27

  Sounds good. 

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