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Participant
March 13, 2020
Question

Adobe Sign Templates - Change name on use using data

  • March 13, 2020
  • 1 reply
  • 530 views

Hi There, 

 

I have a load of templates that et used on a regular basis, after they are filled in and sent for signing they appear in the recipients inbox under the name of the template. this is kind of a pain when they come back signed and we have a  load of signed documents with the same name, we have to then manually go through and re-name these documents before filing. 

 

Is there a way to change the document name as it goes out to reflect some of the mandatory fields? name, date, document type etc? 

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1 reply

Allta Media
Community Expert
Community Expert
March 13, 2020

As an admin, under the Send Settings, you can turn on "Allow sender to edit agreement name".

Participant
March 13, 2020

thanks for the reply! does this apply to webform version as well do you know?