Rename Attachment

Personalize your user experience and meet your business requirements. Automatically rename attachments so you can locate and access them in seconds with the Rename Attachment Bot.

What the Bot does

The Bot renames attachments after documents are completed based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to automatically rename attachments you request from recipients to facilitate easy access and create a more structured storage system.

Author airSlate Inc.
Setup duration 7-13 min.
Used in 83 Templates
Used in 71 Workspaces
Installed 326 times in the last 30 days
98% success rate

4.5 out of 5

(38 votes)

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Get your automated workflows up and running in minutes with the Rename Attachment. No coding required.

Pick one or several attachments for renaming

Configure Bot settings

Pick the attachment you want to rename. Type the new name or pull it from a document field. Use data variables to customize each attachment with dynamic data such as recipient name, email, submission date, and more.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to rename the attachment as soon as it has been submitted and the documents are completed.

View the Bots log or use tags to check if the Bot ran successfully

Get your attachment renamed

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the attachments will be automatically renamed.