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Hey {name|there}! 👋

The profiles come in as seen in this attachment with the date first and name last. “2023-2024 Home Risk Profile – Pierson”.Can we change it so they come in with the last name first? Such as: “Pierson_23-24_Home Risk Profile”.That is how we save them, and it would help us stay organized and save some time.

Customize the naming of PDFS

David Watson

RiskAdvisor

Customize the naming of PDFS

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