+1Is it possible to customize the document name format (e.g., Last Name, First Name – Document Name – Date) when using DocuSign’s Bulk Send feature, instead of relying on the default or random file naming?
This is a key requirement when handling hundreds of signed PDFs, as it would eliminate the need to manually rename each file individually after receipt.
Best answer by Melanie.Panguito
Hi
Thanks for posting your question!
I understand you're looking for the ability to automatically personalize file names when using bulk send. Currently, this specific feature is not available, we apologize. We know this might be a limitation for your needs, and we encourage you to consider submitting this as a suggestion on our Ideas board 👉 Submit a feature request. That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.
I found a similar request where you can show your support by voting and adding a comment to expand the request: Custom File Naming Format for Downloaded Documents | Community
However, you may consider this potential workaround using the email subject line:
First, customize the email subject and title for each envelope generated. Add merge fields and envelope custom fields (ECF) to include recipient data in the email subject.
Example: Use the recipient role and merge fields to automatically insert the recipient's name or other details into the message subject.
Here are the articles:
To add merge fields to a template message subject
To create a template with merge fields for bulk send
When downloading the completed envelope as a single file (Combine all PDFs into a single file), the filename of the PDF will match the envelope's email subject. However, if you download the envelope as separate PDFs (through a .ZIP file), the filename will default to the original PDF name, which cannot be automatically modified.
I hope this is helpful. Let us know if you have questions or if anything comes up. We're here for you!
Regards,
Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!
+18Do you mean the file name that you download from envelope which is completed can customize?
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Hi
Thanks for posting your question!
I understand you're looking for the ability to automatically personalize file names when using bulk send. Currently, this specific feature is not available, we apologize. We know this might be a limitation for your needs, and we encourage you to consider submitting this as a suggestion on our Ideas board 👉 Submit a feature request. That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.
I found a similar request where you can show your support by voting and adding a comment to expand the request: Custom File Naming Format for Downloaded Documents | Community
However, you may consider this potential workaround using the email subject line:
First, customize the email subject and title for each envelope generated. Add merge fields and envelope custom fields (ECF) to include recipient data in the email subject.
Example: Use the recipient role and merge fields to automatically insert the recipient's name or other details into the message subject.
Here are the articles:
To add merge fields to a template message subject
To create a template with merge fields for bulk send
When downloading the completed envelope as a single file (Combine all PDFs into a single file), the filename of the PDF will match the envelope's email subject. However, if you download the envelope as separate PDFs (through a .ZIP file), the filename will default to the original PDF name, which cannot be automatically modified.
I hope this is helpful. Let us know if you have questions or if anything comes up. We're here for you!
Regards,
Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!
Hello
How are you? We’d like to know if the suggested solution was helpful. If yes, can you please mark it as "Best Answer ✅"? This helps other community members with similar questions find the solution more easily. 😊
Let us know if you still need further assistance, we're here for you!
Sincerely,
Melanie| Docusign Community Moderator
Helpful? Feel free to hit “Best Answer” so others can benefit too!
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