Bulk send: Is it possible to use LABELED TEXT or NAME in the filename of the generated pdf?

Hi,

Thank you for reaching out to the DocuSign Community.

Envelope Custom Field values can be used as a merge field in the email subject, to customize the envelope titles for each document sent from a template, use the recipient role and merge fields to automatically insert the recipient's name or other details into the message subject. 

This I'm afraid needs to be done either upon envelope creation (before sent), or through the correct feature if the envelope was already sent (please keep in mind you can only correct pending envelopes).

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You might find the following information useful:

To add merge fields to a template message subject

To create a template with merge fields for bulk send

Custom Fields for Envelopes

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Best regards,

Rebeca | DocuSign Community Moderator

Thank you for your detailed answer. I know about the ECF solutions in case of email subject. But I asked about the filename of downloaded documents. or is it the same?

I would like to save all 100+ signed document but different filename. If I download the files in normal case every name of the files are the same. for example:

template name: Contract For 2023

I send the files.

They signed.

I can download Contract For 2023.pdf for EVERY recipient or "Save As" and rename the files "RECIPIENT 1 Contract For 2023.pdf", "RECIPIENT 2 Contract For 2023.pdf" and so on.

Or example from HR:

Template name: Salary 2023.

After the sign process: I can download Salary 2023.pdf for EVERY employees or "Save As" and rename the files "GID1 Firstname1Lastname1 Salary.pdf", "GID 2 Firstname2Lastname2 Salary.pdf" and so on.

I would like that If I click to the "Download" the default filename contains the name or gid (labeled text) of the recipient and the manual rename of the files should not be necessary.

I hope I could explain my challenge.

It's great. We will try it. Thanks a lot!

hi, I am running into the same issue. The name of the subject line does NOT match the file name. Is this possible?

hi there. Me, too. The name of the subject line is different for each document but all attachments still have a generic name and you have to individually rename one by one as a result. Downloading it directly from the envelope as a zip file as you suggested does not change this. 

Hello, I am running into a similar issue. I use bulk send to send files to many people at once. And I use BOX to store the official records of files for my organization once they have been signed. But since I am using a template for bulk signing, the files all appear in BOX with the same file name. (BOX automatically assigns duplicate files a long unique but unreadable filename) I would like the files sent from Docusign to have the recipient’s name in the actual file name so I can have all the final files together and see who has signed them. I know there are ways to do this with merge field in the subject line and envelope naming but I want the filename of the pdf to be systematically renamed. I am aware Sharepoint seems to have this functionality with the %rn but I don’t use Sharepoint. Please let me know what your thoughts are. 

I'm encountering the same issue. As a company, we require a specific naming format for the signed documents generated through the Bulk Send feature (e.g., Last Name, First Name – Document Name – Date).

Has anyone found a way to configure this, or discovered a workaround?