Attach as PDF

Provided you have made the appropriate setup, the Connector 365 Custom Filename function
is also available for the Append as PDF function.

Attach document as PDF

In some document types, the Append as PDF function is available by default.
In the Posted Sales Invoices example, you can find it under the Print/Send action.

If you execute it, a PDF file will be created from the selected document, and attached to the same document.
You can see the document and its number in the factbox.

Connector 365 Custom Filename uses the configured filenames also for the Append as PDF function.
By clicking on the displayed document count, you can view the attachments as well as its filename.