Skip to main content
D
dmphelanlpc
New Participant
April 4, 2018
Answered

Change document name when sending for signature

  • April 4, 2018
  • 1 reply
  • 8955 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.

    1 reply

    AKDawson
    AKDawsonCorrect answer
    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
    New 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
      New Participant
      November 13, 2020

      Does anyone know of the solution to this issue?

      Terms & ConditionsAccessibility statement
      Using the community Terms of use Privacy Cookie preferences Do not sell or share my personal information ad choicesAdChoices