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Rename Signed Documents

It would save a lot of time if we could change the title of a document after it has been signed. If there is a typo or some other issue with the title, we have to download it, delete it and re-upload it just to change a few letters in the title.

Would be even nicer if we could also change the document type on signed documents.

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Dr Louise Harris shared this idea  ·   ·  Admin →
Acknowledged  ·  Matthew Douglass responded  · 

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7 comments

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  • Mrs Kipp Yapaola commented  · 

    This would be a great feature - sometimes dates are left off and then the documents need to be opened each time to try and fine the exact one you are looking for.

  • William Gilmer commented  · 

    Re-name the name. type or title of a signed document - YES. Keep the document itself unchanged, as a PDF file, but the identifier needs to be modifiable. As said by others, documents may be filed in the wrong place. We need to be able to re-file the document, even if the content remains unchanged.

  • Anonymous commented  · 

    I agree. It would save alot of time.

  • William Gilmer commented  · 

    agree. documents are scanned and saved by staff, sometimes the name or type is incorrect. We need ability to re-name documents, or correct the name of a signed document, and change the category of a signed document, please.

  • Maegan Farrington commented  · 

    not only would that be nice, but being able to edit a signed document at all would be nice. I have so many unfinished documents that sit in the pending area because the staff have made mistakes or have become busy and have left the document sitting and i am left to delete and make sure that there are NO duplicates. Big Time Waster!!!

  • Anonymous commented  · 

    Additionally, we should also be able to change the category in case we later add a custom category and need to go back & re-categorize older documents.

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