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The document has a required field for “Company Name”… is it possible to add “Company Name” to the name if the attached file in the completed email?
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Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I understand you are looking to add the “Company Name” that is in the envelope automatically to the email subject, is that correct?
If so, I’m sad to say that there isn’t a way to do that automatically, it would have to be a manual input. Subject Merge fields only allows the usage of the recipients name or email to the subject and the usage of an Envelope Custom Field: Use Merge Fields in the Template Email Subject to Customize Envelopes
- Envelope Custom Field: Add Custom Fields to Envelopes
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
If you found the provided 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,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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