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Participant
October 5, 2016
Answered

Automate filename with form data

  • October 5, 2016
  • 3 replies
  • 955 views

We're looking at using Adobe Sign for our asset release forms in our office - everything is great so far, I was just wonder if there is a way to change the completed form's filename using data from the form?

For example, once the form has been signed, it is just saved as 'asset agreement form' - however pre-signing, we fill in the Serial Number of the asset and the user it is associated with. Is there a way for the filename to automatically then say 'Asset Agreement Form - USER - SERIAL' or even just the user's name if possible?

Thanks in advance.

This topic has been closed for replies.
Correct answer sameer_puri

Hi Matt,

That is not currently possible, but is a pretty good enhancement request.. I hope this is picked up for implementation sometime soon.

Thanks

Sameer Puri

3 replies

AKDawson
Inspiring
February 26, 2018

I think if you change the subject line when sending, it automatically renames the file to match.  It would have to be done manually, so it might not help if you send out a lot of these, but it might be worth a try.

Participant
February 24, 2018

I wanted to post as i was looking for an answer to this and found it .  I use the API to send documents.

When you use getSignDeliver  and DocumentCreationInfo()  you can specify the filename

$document = new EchoSign\Info\DocumentCreationInfo($filename, $file);

sameer_puri
Adobe Employee
sameer_puriCorrect answer
Adobe Employee
October 5, 2016

Hi Matt,

That is not currently possible, but is a pretty good enhancement request.. I hope this is picked up for implementation sometime soon.

Thanks

Sameer Puri