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i’m using a workflow to send monthly statements which works great except the file sent to the customer is CustomerName.pdf. Is there any way to rename the file as part of the workflow? otherwise i end up with this in global search

HI Matt, I had a similar issue with sending purchase orders where we renamed the attachment. I created a workflow action script that did the renaming. I'll find it and post it.

gee, how time flies, this is a 1.0 script which creates a renamed attachment and sends it. hopefully there are enough clues that it can help you with the statement question