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How to Customize Signed Document Naming in BoldSign?
Published:
2 mins read
In BoldSign, you can customize the file name for signed documents to suit your needs. By default, a standard naming format is applied, but Account administrators can change the file name format in the Business Profile settings. This feature helps keep your documents organized and ensures consistent naming conventions.
Follow the steps below to customize the file names for your signed documents:
- Expand the
Settings
menu and choose theBusiness Profile
option. - Scroll down to find the
Customize Naming for Signed Documents
section. - The default file name is automatically set and cannot be edited. It follows the format
{title}_{status}
, and the sample file name shown isContract_Completed.pdf
, using a Contract document as an example.
- To customize the file name, select the
Custom Pattern
option. A text box will appear with an information icon. - Hover over the information icon to see a tooltip with details about the rules for custom file names.
- Click on the text box to select your desired file name pattern.
- A list of available file name pattern options will appear below the box.
- Choose one or more file name pattern options from the list. The selected patterns will automatically update the file name format in the Sample section. If you select multiple file name pattern options, the file name will follow the formats you’ve chosen, in the order selected.
- For example, if you choose the
title, signer name, and document status
, the resulting file name will look like this:ContractJohnCompleted.pdf
.
- Click on the
Save changes
button to save your changes. - If you want to discard your changes, click
Cancel
to return to the original setting.
The customized file name will be used for documents in cloud backups and for attachments in document completion emails.