New Voice

Existing Functionality

Summary Document pdf

Categories:eSignature

Forum|Forum|11 months ago
August 29, 2025
2 replies
106 views

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

Certificate of Completion

Docusign Employee

Docusign Employee

Thanks so much for your idea, @SJD. After review, we found that this request can be accomplished using existing features within Docusign.

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

Docusign Employee

Docusign Employee

Idea Submitted→Existing Functionality