Custom field placeholders in envelope template message

Hello ​@mfg ,

Thank you for reaching out here in Docusign Community.

Yes, it is possible to include multiple customer fields in an envelope using a template where this will be visible to the recipient only when sending it in bulk. 

This can also be done in an envelope without using a template. However, if you will send it in bulk to make a message or field visible only for each recipient you have to create a CSV and manually correct their identifier.

Envelope Template Options: Merge Fields Step

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Best regards,
Marco Paulo | Docusign Community Moderator

Hello ​@mfg,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator

These options seem specific to a Salesforce integration. Is this functionality available in the DocuSign interface absent a Salesforce connection?

Hello ​@mfg 

Yes, it is available in eSignature or Docusign Interface.

Apologies for the confusion. This can only be done using a template. Sending an individual envelope won’t allow you to merge fields which you are looking for. 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

We are using a template but I’m not finding an article explaining how to incorporate the template’s merge fields as placeholders into the messages of the envelope.

I’m trying to scrape the ‘send_a_copy’ / CC recipient message for merge field data using REGEX and template escape characters, ie:

Executed Agreement for #Customer Name#

Contract ID #123456#

I assume this would mean adding envelope custom fields via placeholders like in a traditional mail merge, but I’m not sure how to define or what to do with them when it comes to the message itself.

In the documentation it looks like you can do this in the subject though through a drop down

If this can only be done via subject line, is there a max character limit for DocuSign in subject lines?

Hello ​@mfg 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator