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.
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.
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