Organize Documents by Name
By using placeholders to change a document name after it has been executed, you can easily stay organized. Once the document is executed, you can keep track of the envelope under a list of the documents by using the Advanced Search.
Placeholders
Placeholders are divided into predefined fields and delimiters. The placeholder values will be unique for each document and replaced before or after the envelope is completed, depending on the envelope settings.
Predefined Fields
- Document Name: ${doc_name}
- Signer Name: ${all_signer_names}
- Execution Date: ${execution_date}
- Document Field Value: ${field_value}
Delimiter
- Space: ${space}
- Underscore: ${underscore}
- Hyphen: ${hyphen}
Save Setting for all Envelopes
The Auto Derive Name feature can be set on an account level or by document and template level. If the settings for Auto Derive Name is on an Account level, it will auto derive names for all envelopes generated in the application and through API. To navigate to the account level setting:
- Select the Settings tab. Navigate to the Document/Template section.
- Choose to enable Auto Derived Document Names on
Documents (for each document in an envelope), Envelopes, and Signature Certificates - Choose predefined fields and delimiters.
- Indicate if should apply the feature before or after a document is executed. Save.
Envelope Level
To use the Auto Derive Document Name feature for one specific document, follow the steps below.
- While creating a document or template, select More Actions from the top right of the application.
- Choose Auto Derive Document Name.
- Choose to enable Auto Derived Document names on Documents, Envelope, and/or Signature Certificates.
- Choose predefined fields and delimiters.
- Indicate if should apply the feature before or after a document is executed. Save.
Template Level
To use the Auto Derive Document Name feature for a specific template, please follow the steps below.
- While creating a template, select More Actions from the top right of the application.
- Choose Auto Derive Document Name.
- Choose predefined fields and delimiters. Click Submit.
All documents created from this template will now use the Auto Derive Document Name feature.
💡Did you know? By using the ${field_value} placeholder, users can take the value of a text field (department, ID, date, etc.) in a template and check the Include File Name option to have it auto derive the document name after it is executed.
Use the Advanced Search to find envelopes that include the specified value. If the Envelopes' name is Agreement, John Smith is the only signer and the field value of City is Los Angeles, it will display; John Smith-Agreement-Los Angeles
Example: Select the auto derived name predefined fields as ${all_signer_names}${hyphen}${doc_name}${hyphen}${field_value}.
