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We are looking for a process, ideally using Adobe Acrobat Sign within Teams, that allows a form template to have a sequential number assigned to the PDF file name (e.g., Work Order 123, Work Order, 124, Work Order 125, etc.) at the point it’s created, before routing/signing begins. Further, we would like that unique file name to be included in the subject line of all Teams and Email communications related to that unique request form. Is there a way to do this? If not within Adobe Acrobat Sign within Teams, is there another method/process that is easier?
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Hi Alex34098418s6mk,
Thank you for reaching out, and sorry about the delay in response.
As mentioned, you are trying to add the sequential number assigned to the file. It would be difficult in Acrobat Sign. When you create the template, it asks you to add the file name. We cannot add any default number or name for the template automatically. For more information, refer to the following help document: https://adobe.ly/3YTbBpq.
Please let us know what you mean by "If not within Adobe Acrobat Sign within Teams". More information would be helpful.
Thanks,
Meenakshi