To change the attachment name, follow the steps below:
Open Workflow Maintenance then click Letters/Fax/Email tab or the Incoming Mail tab depending on what you'd like to amend.
From the top of the screen, select the correct case type.
Select the template then click Update.
Locate the Use history details as email attachment filename? tick box. This affects the document once it has been added to the history of a case.
If the template is attached to a Send Email action, tick this box for the attachment to be named what is entered in the history details field.
For the attachment to be named as per the template description untick this box.
Save and Exit the program.
If the name of history details is incorrect, make sure following system parameter exists in the system.
1.Open System Parameter Maintenance.
2. Check if the following system parameter is in the system.
Key: IM None template Email attachments use history details
Code:
Value: Yes
3. If this option is set to YES and any document is imported to system by selecting None template, email attachments will use the imported file's history details as the attachment name.