We would like to request the ability to customize the file naming format for downloaded documents generated from our templates. Specifically, we’d like to automatically apply the following format to the file name upon download:
gDate Signed] Last Name, First Name Document Title
Example: 2025.06.10 Canales, Jessica Work From Home Policy
Ideally, this format would:
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Be consistent across all documents that use the same template.
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Apply to all templates within our account.
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Eliminate the use of underscores in file names.
Currently, downloaded file names appear to be a mix of the email subject and internal document name, often including underscores (e.g., I9_form_exp_2026.07.31
). Similarly, envelope downloads with multiple documents are saved as a ZIP file using the email subject with underscores (e.g., Last, First _–_Avalon_Onboarding_Day_1).
We would prefer a more user-friendly and professional naming convention without underscores and with clearer formatting.
Is this level of customization possible? If so, we’d love to implement it across all templates and document packages.