5 апр. 2024 г. · From the prepare view, after you upload a file to an envelope, click the menu icon below the document name and select Rename Document.

7 авг. 2024 г. · Rename an Envelope Template · Access the Docusign Setup page as a Salesforce administrator. · Select the Docusign envelope templates tab.

30 авг. 2024 г. · Select the Docusign envelope templates tab. Check the box to the left of a template name. Select Edit. Rename envelope template.

7 авг. 2024 г. · Select the Docusign envelope templates tab. Check the box to the left of a template name. Select Edit. Rename envelope template.

4 июн. 2024 г. · The Rename Document dialog box opens. Enter a new name for the document. Select the Rename button.

9 авг. 2024 г. · Send an Envelope > Attach document (employment contract) > choose relevant template > update subject line (employment contract name) > update ...

21 авг. 2015 г. · Your previous behavior is the desired behavior. This is a bug that is being looked into by DocuSign, I'll update this answer if I get any ...

14 мая 2024 г. · You can make changes to the in process envelopes you send or have access to. Click the more options icon and select Correct. Delete, modify, or add fields as ...

27 февр. 2024 г. · You can download the file and then change the name. You could also change the name of the document after it has been added to an envelope and ...