You can rename a document by clicking on the 3 dots next to any active or inactive document, and selecting rename.
A few things to keep in mind:
- You can rename both Side templated documents & your uploaded documents
- You can only rename a document prior to sending it out for signature. Once sent, you will be unable to edit the name
- If you rename a document in your custom template, you will see the new name when you apply the template to a transaction
- There are certain characters that are not allowed by Docusign, and we’ll show you an error if you use one of them