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I’ve created a template, and I want the document name to change based on the name of one of the signers (who has a role). Is that possible?

Hello ​@Lucia VB,

Thank you for reaching out, and welcome to the Docusign Community! I appreciate you bringing your question to this Community.

Unfortunately, there is no direct or built-in feature within Docusign that allows you to dynamically change the document name based on a signer’s name after the template has been created.

However, if you want to personalize the email subject, you can use merge fields to include the signers' information. This allows you to dynamically populate the subject with details like the signer's name.

You may check this link for more information: Use Merge Fields in the Template Email Subject to Customize Envelopes

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

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Hello ​@Lucia VB,

I hope you are doing well. I want to confirm if you need further assistance. Feel free to let me know, and I will gladly help you address the situation as soon as possible.

 

Best regards,

Jenny | Docusign Community Moderator


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