How to Rename an Acrobat Sign Agreement Before Sending
Question details
The user needs to rename an agreement generated from an Acrobat Sign template to include specific customer details before dispatching it.
- Product
- Adobe Acrobat Sign
- Device & OS
- not provided
- Scenario
- Preparing a PDF agreement using a saved template to send to a client for electronic signature.
- Observed behavior
- The document defaults to the template name, and the system does not readily allow the sender to save it with a customized, customer-specific name prior to sending.
Verify your user permissions within Acrobat Sign, as account administrators may have enabled workflow settings that lock template names to ensure standardized record-keeping.
Modify the Agreement Name in the Send Interface
Override the default template name directly in the 'Send' tab before dispatching the document to the customer.
In standard Acrobat Sign workflows, the agreement name can typically be edited manually just before sending, even if it is generated from a pre-configured template.
Log into your Adobe Acrobat Sign account and click on the 'Send' or 'Request Signatures' tab from the main dashboard.
Choose the desired template from your document library to attach it to the current transaction.
Locate the 'Agreement Name' or 'Message' section on the page. Delete the auto-filled template name and type your preferred custom name (e.g., including the customer's name).
Fill in the required recipient email addresses and fields, then click 'Send' to dispatch the newly named agreement.
Consult the Adobe Acrobat Sign Community Forum
Seek specialized advice if your enterprise workflow relies on strict template rules that prevent manual renaming.
Use WPS Office for Flexible PDF Editing and Signing
If strict enterprise rules limit your workflow, WPS PDF offers a highly flexible alternative. You can easily rename, edit, and sign your PDF agreements locally without being locked into rigid template structures.
- 1. Open Your Document in WPS PDF: Download and launch WPS Office, navigate to the PDF tab, and open your agreement file.
- 2. Rename the Agreement: Click the 'Menu' button and select 'Save As' to easily rename the document with your specific customer's details.
- 3. Add Signatures and Fields: Navigate to the 'Fill & Sign' tab on the top ribbon to insert custom text fields or apply your electronic signature.
- 4. Share the Document: Save your final changes and send the newly renamed, signed PDF directly via email or your preferred file-sharing method.
Frequently Asked Questions
Why is my Acrobat Sign template name locked and uneditable?
Account administrators often enforce strict naming conventions on enterprise templates to ensure standardized record-keeping. This administrative setting prevents individual senders from manually changing the agreement name during the sending process.
Can I change a document's name after it has already been sent for signature?
No. Once an agreement is dispatched in Acrobat Sign, the transaction name is permanently locked for legal and auditing purposes. To fix an incorrect name, you must cancel the current transaction and send a brand new one.
Does renaming the file on my computer change the Acrobat Sign agreement name?
If you upload a standalone file from your local computer instead of using a pre-configured template, Acrobat Sign will typically adopt that uploaded file's original name as the default agreement name.
