File: Rename a file

Use this action to update the name or extension of an existing file without changing the file type.

When using this action, know that changing a file’s extension does not change the file type. For example, a word document renamed from contract.docx to contract.txt is still a word document, not a text file. Or how renaming contract.docx to contract.jpg changes the extension, but does not actually change the word document file to a jpeg file.

Use case

This action is useful for renaming files with dynamic names based on each instance, for example:

  • Rename incoming files to include the current date.
  • Rename a client contract with the client’s company information before sending it to a signer.
  • Use this action in a file upload process to rename files with the correct naming conventions before uploading.

How to configure this action

A file must exist prior to this action, either uploaded into a previous field or Instance Field.

Fields for this action

  • File

    • Identify the name of the previously uploaded file or use a reference field.
  • New name

    • Enter a new name of the file. Do not include the file extension. The maximum name length including the extension is 255 characters.
    • Leave blank to leave the name unchanged.
  • New extensions

    • Enter a new extension for the file. Leave blank to leave the extension unchanged.
    • Enter ‘NONE’ to remove the extension from the file

      💡   Tip: Changing the extension does not change the file type or convert the file content.

  • Output field name

    • The name of the field in which the renamed file should be saved

What will this output?

This action outputs the renamed file. The name of the output field will be the Output field name defined during configuration.

Output fields for this action

  • Output field name

    • The action will output the file with any new name and extension.

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