Edit or Change a Document's Title

When a file has been uploaded, the Web App will recognise its name as the title of the document template.

To change the title:

1. Select the template from the Document Library (under Documents)

2. On the xEdit page, click the title or the icon to change/modify it (see below)

3. Click Save title.

Sent documents will bear the name of their template (if named X 123 in the document library, its name when sent will be X 123). To change the Sent document's name, click the name displayed in larger font (see below) on the Send page.

If your documents have an internal naming scheme you'd rather a recipient not see, changing the title on the send page can be used in tandem with Saved Send Pages.