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Report Filename Format

This PDF template setting allows you to choose how you want Tamarac Reporting to name the PDF report files that it generates.

You can choose to use Short Name in the automatically generated PDF report file name. Since the field is open, you can use this to create PDF file names that adhere to your firm naming conventions.

To learn more about the Short Name, see Short Name.

For more information on creating PDF templates, see Create, Edit, and Delete a PDF Template.

For more information on using PDF reports, Understanding PDF Reports and Workflow: Generate a PDF Report.