How to rename an uploaded document on mobile app?

In the BoldSign mobile app, you can rename or update an uploaded document during the creation process. The updated name will be used as the file name when downloading the signed document, provided the Download documents individually option is selected. If you choose the combined download option, the document will be saved using its title instead.

Follow the steps below to edit the uploaded document name:

• On the dashboard page, tap the + button on the bottom navigation bar to display the Create New screen, then select the Create New Document option.

• You will be navigated to the Upload Documents screen. Tap the Upload Documents button to upload files.

• To rename the file, tap the context menu next to the file name and choose the Rename option.

• Enter the new name and tap Update to save it.

• Then tap the Continue button to proceed to the Recipient List screen.
• Add the recipients by tapping the Add Recipient button at the bottom of the screen. After entering the recipient details, tap Add Recipient again to confirm.
• Tap the Next button to navigate to the Prepare Document screen. Tap the Document Settings section to expand and access the document settings.
• Go to the Document Download section and ensure it is set to Individually.

• Fill out any other required fields, then tap the Configure Fields button.
• Select the required form fields and place them in the desired positions.
• Once everything looks good, proceed to send the document out for signature.

• After the signing process is complete, go to the My Documents screen to download the signed document.
• The downloaded document will be saved on your device with the updated name.