Prefer to watch? This short video walks you through every step, or read the instructions below.
When everyone has signed, MyDocSafe saves a signed copy of the document. You can decide how these signed copies are named for your whole company, for example to put the client's name or the signing date in every file name.
Before you start
The naming convention is a company-wide setting, so you need access to Settings. It applies to documents signed after you save it.
Set your naming convention
1. Go to Settings > E-signature and scroll to Filing.
2. In Signed document name, type the text you want and click Insert variable to add details that change for each document.
The variables available are:
Document: Name (
{{document.name}}): the original document name;Signer: First signer and others (
{{signer.name}}): for example "John Smith and others";Signer: All signers (
{{signer.names}}): for example "John Smith, Anna Kowalska";Signer: Completed date (
{{signer.completedDate}}): the date the document was completed.
3. Check the Signed document name preview below the field. Click 1 signer, 3 signers, Signer not in contacts or Long name to see how the name looks in each case.
4. Click Update E-signature Settings at the bottom of the page to save.
Good to know
File names can be up to 250 characters, including the extension. If a name is longer, the end is cut and marked with (…), and the preview warns you.
Signer names come from your Contacts. If a signer is not in your Contacts, the signer variables may be left blank, so the Signer not in contacts preview is worth checking.
To go back to the standard name ("Document name - signed with MyDocSafe"), click Reset to default.
Where signed copies are saved is a separate choice. See Filing of signed documents.