Change document name when sending for signature

[dmphelanlpc]

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?

[AKDawson · Accepted solution]

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

[Fortech]

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

[theresas45224457]

Does anyone know of the solution to this issue?

[SimonESATS]

MegaSign (now Send in BUlk or Bulk Send) does not allow for seperate names. Use the gigasign tool instead:

https://experienceleague.adobe.com/docs/document-cloud-learn/sign-learning-hub/develop/custom/gigasi...

[Fergus Power]

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?

[SimonESATS]

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