Auto rename return agreements to include first name and last name fields in the returned file

Forum|Forum|4 months ago
October 8, 2025
1 reply
134 views

Hi Everyone,

thank you for welcoming me to the community. I am new to webforms and have a question.

How do i setup a web-form so that when a client fills out and subimits a web-form, the agreement the return agreement name updates to include their first name and last name?

thank you very much for all and any assistance,

Mike

M

Mike SilasAuthor

Participant

Hi Everyone,

thank you for welcoming me to the community. I a new to webforms and have a question.

How do i setup a web-form so that when a client or cutomer returns it, the agreement name updates to include their first name and last name, and/or company name?

thank you very much for all and any assistance,

Mike

Dave Creamer of IDEAS

Community Expert

Acrobat PDFs are not really considered "webforms" although they can be filled out in a browser. PDFs can usually be downloaded and filled out without being online.

In regards to your question--why wouldn't you have them fill in their name and company info? You can make them required fields.

David Creamer: Community Expert (ACI and ACE 1995-2023)

M

Mike SilasAuthor

Participant

Hi, yes they do that. What i meant was, i'm looking for the returned signed agreement name to update when it is returned, so that all the returned agreements in my account aren't the same name.

Am i explaining that well? I'm new here. Thank you.

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