Exported files can be renamed to a title of your choosing when they go back into your PIMS. Instead of files being labeled, "Otto Conversation" you can manually change them to any name you would like.
**Important note: This is NOT available to NEO, but is available for all other PIMS.
- When a clinic user manually exports a conversation from the three dot menu in the upper right corner, the clinic user will get a prompt to rename the file if they'd like. The default will auto-fill (see screen shot below).
- This also works if you are using "download to PDF"
- This does not affect conversations that get exported through status change or through automations, therefore, those file names will remain the same
- This does not affect exporting forms, it only affects exporting the full conversation
- Users cannot use these symbols below in the file name
- - _ . :
- There is a maximum of 100 characters for a name
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