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Can You Set a Naming Scheme for Downloading PDF Bills?

Objective:

  • Can You Change What Clio Names of the File of Downloaded PDF Bills?
  • Can You Customize Default Invoice File Name when Downloading?
  • Can You Rename Invoice File Name?
  • Can You Download a pdf Invoice without the "Invoice_(Number)"

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Download Bill, click here
  • To Learn How To Download Multiple Bills At Once, click here

Answer:

No, you cannot control the filename of downloaded PDF Bills. You may of course rename them after downloading them.

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