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Newcomer
September 4, 2026
Idea Submitted

Define individual document file names from the bulk import file

Categories:eSignature
  • September 4, 2026
  • 0 replies
  • 6 views

We often send out bulk documents (annual salary increase letters, year end letters, bulk changes). 

However, when we send from a template, all the individual files then have the name of the original template file, so we have to rename them manually. This also makes it difficult to set up an automation to save the files.

It would be amazing if we could pre-define the file name for the individual documents per envelope, which we could define in the Bulk Import File.