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Name of Cloned File Doesn't Update (Shares Name of Original File) #353

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Swamp2k9 opened this issue Sep 3, 2024 · 3 comments
Closed

Name of Cloned File Doesn't Update (Shares Name of Original File) #353

Swamp2k9 opened this issue Sep 3, 2024 · 3 comments

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@Swamp2k9
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Swamp2k9 commented Sep 3, 2024

Hi Team,

When following the below steps, the completed document is named after the original file.

  1. Create Document in Dashboard (I named mine 'Master Services Agreement - MWS Template.pdf')
  2. Clone document (new name: Master Services Agreement - Test)
  3. Complete Document (2x signatures from 2x different email addresses)
  4. Click "Send copy via email" when form is completed (in Docuseal)
  5. Sent document is named after original file (Emailed file is named: 'Master Services Agreement - MWS Template.pdf')

////

It would be great if the PDF would automatically rename itself based on the name of the document (if it's a single PDF document):

image

@SaahilNotSahil
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@AlexBTurchyn @omohokcoj Can I take up this issue? It'll be my first time contributing to this project.

@mikeayoung
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mikeayoung commented Nov 29, 2024

+1 for this! I believe @Swamp2k9 means cloning a document template, which contains (a) document(s), but the idea still stands.

In addition to @Swamp2k9's UI request, I would love to see this implemented in the API as well. It would be great if:

  1. We could update an existing document's name with a PUT call
  2. And/or there were a property in /templates/{id}/clone's request payload that could be a boolean to update the document name if a) only one document, b) document name shares template name.

These two conditions would match @Swamp2k9's use case, I believe, as well as my use case and probably a good chunk of people who are cloning one document templates? Apologies if I am missing something in the logic!

Thanks! =)

@omohokcoj
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@mikeayoung @Swamp2k9 it has been fixed in the latest app version

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@omohokcoj @mikeayoung @Swamp2k9 @SaahilNotSahil and others