Rename a document

Question

how can I change a document name after completing it and keep it in the docusign list?

David.Schmitz · Accepted Answer

@aabuownYou cannot change the associated document name that is associated to the completed envelope. You can download the file and then change the name. You could also change the name of the document after it has been added to an envelope and prior to any Recipients action on the envelope. Once any Recipient has taken an action on the document, neither the document or the name of the document can be modified. Best option is to download it local, rename it, and store it (but this has no impact on the envelope document name).

Alejandro.Ramos · Answer

Hi @aabuown,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to findOtherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Alejandro R. | DocuSign Community Moderator "Select as Best" below if you find the answer a valid solution to your issue!

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