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swazed
Newcomer
Newcomer
June 11, 2024
Solved

Signed doc file name changing to Contract Number

  • June 11, 2024
  • 1 reply
  • 169 views

We are using Oracle Fusion as our ERP system. While using DocuSign for Oracle Contracts, we found uploaded document name (for eSignature) is changing from it’s original name to Contracs number.

For example,

uploaded doc name for Contract ‘999’ to be signed was “abc.pdf”,

But after fully signed doc name changing to “999_Signed.pdf”.

Whereas we need the signed doc name to be “abc_SIgned.pdf” 

Can anyone please tell me how/where to configure this naming convention ?

I don’t see any such option under ‘Setting’ > ‘Signing and Sending’ > ‘Sending Setting’ on DocuSIgn Admin page

Best answer by JohnSantos

@swazed 

Check any custom scripts or automated processes that might be running after a document is signed, as these might be changing the file name.  If there is a post-signature process (like a workflow or a script) that renames the document, it is not in any of the settings in DocuSign.   

Look for any configuration related to document naming conventions or file naming templates. This might be where the contract number is being set as the default name for signed documents. Check your Oracle Fusion setup settings under DocuSign integration.

1 reply

JohnSantos
Guru
Guru
June 12, 2024

@swazed 

Check any custom scripts or automated processes that might be running after a document is signed, as these might be changing the file name.  If there is a post-signature process (like a workflow or a script) that renames the document, it is not in any of the settings in DocuSign.   

Look for any configuration related to document naming conventions or file naming templates. This might be where the contract number is being set as the default name for signed documents. Check your Oracle Fusion setup settings under DocuSign integration.

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