Renaming a Document or Template
When you upload a PDF the file name becomes the template name. Change it at any time from the Template Preparation page.
- Go to your Library and click the template you want to rename.
- Click the top icon in the left-hand panel to open Template Details.
- Click the edit icon next to Name, update the text — it saves automatically.
Renaming a document
By default, documents have the same name as the template they were created from. Rename a specific document at send time without changing the template name.
- Go to the Details page — either by clicking Next on the Template Preparation page, or by opening a document from the Send page.
- Under Document Options click Document Name.
- Edit the name — it saves automatically.
