Change Envelope List Name on the Envelope List Detail Page

This article provides steps to change the envelope list name on the envelope list details page in Directory.

There is an opportunity after onboarding for a staff member to change the list name on an envelope list if desired. 

Here are the steps:

1. From Directory click on List in the main menu to view the envelope lists.

2. On the Envelope List page, click on the desired list to view the envelope list detail page.

3. Click on the ellipsis to view the drop down menu.

4. Click on Change List Name from the menu.

5. Enter the new List Name on the side sheet.

6. Click Update to process the change.

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