The Importance of Properly Naming Your Folders

The Importance of Properly Naming Your Folders

It is very important to properly name your eZsign folders, as this makes them easier to find in the eZsign Folder List.

If you see folders showing only a date, it means they were not named when they were created.

NOTE: As soon as our system completes Step 1, a folder is created by default.

Naming a Folder During Creation

When creating an eZsign folder, if you need to leave the folder for any reason, make sure to click Save.

• You will then need to enter the Folder Name and click Save.

Warning

If you leave the folder without clicking Save , a date will automatically appear as the folder name. You can save the folder at any stage of the folder creation process.

Naming a Folder at the Sending Stage

When the folder reaches the Send Folder stage, you can modify the folder name before sending it. By default, if documents have been added to the folder, it will take the name of the documents followed by the folder’s creation date. Make sure to change the folder name to make it easier to find.

NOTE: The folder name also appears as the subject of the message your clients receive. It is therefore very important to change it if necessary.

Changing the Name of a Saved Folder

Once the folder is saved, you can always rename it.

• Go to the eZsign Folder List , then select the desired folder.

• Click the downward-pointing arrow, then select Edit eZsign Folder Information**.**

• You will then be able to modify the folder name and click Save.