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Rename a document
Ferdinand avatar
Written by Ferdinand
Updated over a week ago

📖 Table of contents

Renaming a document facilitates the management of signed documents and ongoing signature requests. To find out how to rename a document, follow this guide.

rename a document

Rename a document while preparing a signature request


You can rename an uploaded document while creating or editing a signature request

To rename a document while preparing a signature request :

  • Go to the signature request preparation page,

  • Click on the "..." at the right of the document you want to rename in the left side panel,

  • Click on "Rename document",

  • Enter the new name you wish to call your document,

  • Click on "Rename",

  • Your document will now be renamed.

Rename a document while preparing a signature request

Renaming a document will not impact the audit trail, the original name of the document will be kept.

You can also click on the "pencil" icon to rename a document.

  • Click on the name of the document you wish to rename in the left side panel,

  • Click on the "pencil" icon,

  • Enter the new name you wish to call your document,

  • Click on "Rename".

Rename a document while preparing a signature request

Renaming a document will not change the name of the signature request.

Rename a signed document


The Signed documents page is available to users with the One, Plus, Pro et Scale plans.

To rename a signed document :

  • Go to the Signed Documents page,

  • Click on the "..." at the right of the signed document you want to rename,

  • Click on "Rename document",

  • Enter the new name you wish to call your signed document,

  • Click on "Rename",

  • Your document will now be renamed.

Rename a signed document

All users can rename a document, regardless of their role, only if they have access to it.

You can follow the activity of your signed document and view who and when someone renamed a document in the activity section on the right of the detailed request page.

Rename a signed document

Changing the name of the signed document will not change/impact the name of the document on the associated audit trail.

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