How to edit the uploaded document name?

In BoldSign, you can easily rename an uploaded document during the document creation process. This edited name will also be used as the file name when the document is downloaded after the signing process is completed, provided you choose the download documents individually option. If you select the combined download option, the file will instead be saved using the document title.

Follow the steps below to edit the uploaded document name:

• Click on Create New and select the Create New Document option.
• You will be directed to the Prepare document for signing page. Upload file(s) on the Add file(s) section.
• To rename the file, click on the Edit icon next to the file name. Enter the new name and click outside the textbox to automatically save it.
• Add the recipients as needed.
• Scroll down and make sure the Document download option is set to Individually.
• Fill out any other required fields and click the Next button to proceed to the Configure fields page.
• On the Configure fields page, you’ll see your updated document name displayed on the right side of the page.
• Drag and drop the required form fields onto the document and send it for signature.

• Once the signing process is complete, go to the My Documents page to download the signed document.

• The downloaded document will be saved on your device with the updated name.