Change the name of a merge template before it's attached to an email

Currently, the generated file name is a random sequence of numbers / letters. This looks unprofessional and may confuse the recipient. Enabling a user to edit the file name before attaching, or for mass communications keeping the original template file name with the sequence following would be better - e.g. 'Grant Offer Letter s3dx57cs'.

  • Guest
  • Nov 4 2019
  • Attach files
  • Emily Serafy-Cox commented
    July 01, 2021 20:59

    And I would also like to be able to edit the merged document for formatting issues and quality control.