Participant

Answered

Change document name when sending for signature

Forum|Forum|7 years ago
April 4, 2018
1 reply
9068 views

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?

Correct answer 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.

AKDawsonCorrect answer

Inspiring

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

Participant

And what if I don't want the name of the signed doc to change? Is there any way to prevent the signed document(s) from taking the Agreement name?

Adobe Employee

yes, but you need to ontact support to get this change so the filenames stay the same as the uploaded files.