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Newcomer
May 24, 2024
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How do I edit the name of the document?

  • May 24, 2024
  • 2 replies
  • 992 views

I have the routing and signatures all correct, however I need to edit the file name only of the document. Is that possible, if 2 of the 6 signatures are completed? I don’t want to start all over. Thank you!

 

Best answer by Alexandre.Augusto

Hello, @Alice Schneiderman 

 

You are welcome to the Docusign Community!

 

Only before a signer signes a document it’s possible to you Correct the envelope then rename the document’s name and resent it. After a recipient signed a document you cannot change the file name anymore.

 

Next time, you can add the document to the envelope, click in the three dots (elipsis icon), select Rename document then rename it.

 

Let me know if I answered your question, if so, I’d appreciate your Like here, thanks!

 

Best,

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
Docusign Employee
May 24, 2024

Hello, @Alice Schneiderman 

 

You are welcome to the Docusign Community!

 

Only before a signer signes a document it’s possible to you Correct the envelope then rename the document’s name and resent it. After a recipient signed a document you cannot change the file name anymore.

 

Next time, you can add the document to the envelope, click in the three dots (elipsis icon), select Rename document then rename it.

 

Let me know if I answered your question, if so, I’d appreciate your Like here, thanks!

 

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
Docusign Employee
June 7, 2024

Hi @Alice Schneiderman,

 

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 or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.