How do I add merge field in the template?

Question

I am bulk sending a template to bulk list o femployees . I want to add employee_name in the subject field. I dont see the merge icon to insert employee name in the subject.How do I enable it?

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.The employee merge field needs to be added to the template directly and not during the preparation to send it out. So you would need to go to Templates > Look for the desired template > select Edit > and on the subject line select the icon on the right > Save. Once that is saved you can select use and prepare the bulk batch as normal, you should notice that the employee merge tag should already be in the Subject line ready to use.For more information, please view: https://support.docusign.com/s/document-item?bundleId=xry1643227563338&topicId=wkm1578456373568.html&_LANG=enusIf you have created a template and something doesn’t make sense to you or it’s not working as desired, you can create a Customer Support case and a Support Expert can take a closer look at your setup.https://support.docusign.com/en/contactSupportIf you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.Best regards,Nathaly | DocuSign Community Moderator

Community Member · Answer

Thank you. This was helpful

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