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Change document name when sending for signature

New Here ,
Apr 04, 2018 Apr 04, 2018

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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?

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correct answers 1 Correct answer

Explorer , Apr 04, 2018 Apr 04, 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.

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Explorer ,
Apr 04, 2018 Apr 04, 2018

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

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New Here ,
Mar 10, 2020 Mar 10, 2020

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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

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Community Beginner ,
Nov 13, 2020 Nov 13, 2020

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Does anyone know of the solution to this issue?

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Adobe Employee ,
Sep 30, 2021 Sep 30, 2021

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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...

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Community Beginner ,
Sep 28, 2021 Sep 28, 2021

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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?

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Adobe Employee ,
Sep 30, 2021 Sep 30, 2021

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

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