Adobe Sign Bulk Send - Executed Agreement Document Naming

Question

Hello - I have a question on Bulk Send.

I am using Send in Bulk for sending out to 100 recipients with a csv file that populates form fields in a template.

When the documents are signed, is there any way to add one of the document fields to the executed pdf file name (i.e., CompanyName in this example)? At the moment with testing, I either click "Download Completed Agreements" which uses the Adobe ID as the name of each document in the zip file, or otherwise download individually which uses the identical template Agreement name for each file.

Thanks

Meenakshi Negi · Answer

Hi AM_12_MC,

Thank you for reaching out.

By default, there is no option to modify the file name. However, you should check with the Acrobat Sign support team to see if there is a workaround or any backend settings that can be adjusted.

We see that you have an Acrobat Sign enterprise-level service plan. Please contact our Adobe Sign Enterprise support team for the correct information. You can contact them by following the steps outlined in the help document at https://adobe.ly/4hZmldy.

Let us know if you need any help.

Thanks,

Meenakshi

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