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When we save Docusign documents to our client e-folders, the Summary page automatically downloads as "Summary". It would be VERY helpful if the date could be programmed into that title to differentiate it from other saved Summaries. Ex: Summary 8.29.25 or Docusign Summary 8.29.25
Existing Functionality
Summary Document pdf
- Community Moderator
Thanks so much for your idea,
You may change the title of the envelope before sending and include the your preferred date.
This will meet what you are trying to achieve.
Best regards,
Marco | Docusign Community Moderator
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