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D
dmphelanlpc
Participant
April 4, 2018
解決済み

Change document name when sending for signature

  • April 4, 2018
  • 返信数 1.
  • 9070 ビュー

I use templates from my document library and would like the signed document to be renamed. Ie, the template might be called "New client agreement" and I would like the signed document saved with the client's name, :"Doe, John New client agreement."  Is this possible?

    解決に役立った回答 AKDawson

    When sending the file, just change the Agreement Name (top field in the message section).  The signed doc will automatically return with that name.

    返信数 1

    AKDawson
    AKDawson解決！
    Inspiring
    April 4, 2018

    When sending the file, just change the Agreement Name (top field in the message section).  The signed doc will automatically return with that name.

    F
    Fortech
    Participant
    March 10, 2020

    Hello AKDawson,

     

    What about when sending using MegaSign (1 document to many people) . How can I receive each document with the name of the person who siggned in the document title?
    Ex:

    Send: "Security Policy"

    Receive back: "Security Policy - User1_FirstName User1_LastName - signed

    Receive back: "Security Policy - User2_FirstName User2_LastName - signed

     

    etc etc.

     

    Thank you

      T
      theresas4522445717347554
      Participant
      November 13, 2020

      Does anyone know of the solution to this issue?

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