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.

M

Melanie0D4C17589898

Participant

Hello! This does not seem to work anymore. Has anyone figured out how to do this more recently?

Meenakshi_Negi

Legend

Hi Melanie0D4C,

Thank you for reaching out.

It seems that you are using the new Acrobat Sign experience to send the document. The option is still there to change the agreement name. Please refer to the screenshot below.

Let us know if you do not see the option on your end.

Thanks,

Meenakshi

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