Edit Document Name After Status is Completed

Edit Document Name After Status is Completed

Hello,

We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. 

Is there a way to make the document name field match a custom data label or create some sort of way to remind employees to update this?


      • Sticky Posts

      • Free webinar: E-signature legality in Latin America

        Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures

      • Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps

        Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho

      • Zoho Sign: Product updates - Mid - 2024

        Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been

      • Explore the legality of electronic signatures worldwide with Zoho Sign

        Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions