Why does the document name show differently when I export a PDF document from FYI?
Issue When Exporting a document, the name of the document is different to the Name in FYI. For example, the document Name of the PDF in FYI is "2021 Audit Report" but when the document is exported, the browser shows the name as "Invoice INV 123456.pdf"
Cause The document itself has a saved Title which is what the browser is displaying when viewing the document via browser. To check this:
Open the PDF document in a PDF tool such as Adobe Acrobat Reader.
Display the Properties (for example from the File menu).
Check what is displayed for the Title.
Solution We suggest consulting your IT on how the documents are being generated and how the Title is being added as the metadata for the PDF.