Customizable PDF Naming Conventions for Certificate Exports

Customizable PDF Naming Conventions for Certificate Exports

Currently, we must export individual training certificates for each person completing training and manually rename each PDF to align with our TMF naming conventions. These conventions include customized fields such as study number, site number, role, and document type. This manual process is time-consuming and increases the risk of errors or inconsistencies in TMF documentation.

Enable customizable PDF file naming at the time of export, allowing users to define and auto-populate naming fields (e.g., Study-Site-User-Training-Date.pdf) for each individual certificate
    • Topic Participants

    • Eva