We are sending documents from Microsoft Dynamics 365 using DocuSign
Once a DocuSign sent contract is signed and is auto added to the quote, the document name changes to a system generated name. This will make it difficult to manage contract documents.
How to retain the original document name?
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Can you provide a signature of the before and after of the document name, to confirm where you are seeing this change?
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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