How can I change the name of my documents when I download them/attach them to emails?

From the Documents screen in any case, right click on any document and select Download (rename).

From the panel that appears you will want to change the fields listed on the left side of the panel.

Fields can be removed by selecting the field name.

And selecting the X button.

New fields can be added by selecting the + button and selecting the field you would like to add. (Reminder that Description is the name of your document in SA)

Fields can be reordered using the up or down arrows.

Once you have adjusted the fields to what you want select the Save as Default button.

Select Okay in the browser box that appears.

This will apply the new naming system to documents you email from the documents page and anytime you download a document from the system.

This will also change the naming convention of documents attached to emails to reflect the same.