How to add a merged field (ClientName) into the title of completed document

Hi ​@JB2000 ,

Thank you for reaching out here in Docusign Community.

DocuSign does not allow automatic renaming after an envelope is completed, but you can configure a custom field to dynamically populate the envelope name before sending. This ensures that when the envelope is completed and downloaded, its filename already includes the Client Name.

I wanted to share the steps on how to make DocuSign completed envelopes follow a custom field—such as “Client Name”—so the downloaded file will automatically use that name.

Below are the steps:

1. Create an Envelope Custom Field

1. Go to Settings
2. Under Sending and Signing, select Custom Fields
3. Click Add Field
4. Choose Text
5. Name the field (e.g., ClientName)
6. Save

2. Add This Custom Field to Your Template

1. Open your template
2. Go to Advanced Options → Custom Fields
3. Add the ClientName field to the template
4. Set it as required or editable depending on your needs
3. Update the Email Subject to Automatically Rename the Envelope

DocuSign uses the email subject as the envelope name, which becomes the completed document filename.

In your template, go to Email Subject & Message and insert the custom field using: {{custom.ClientName}}

Example subject line: Agreement – {{custom.ClientName}}

Once you enter the client name when sending (e.g., “John Smith”), the completed PDF will download as: Agreement – John Smith.pdf

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Best regards,
Marco | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hi Marco

Thanks for your response. I still can’t get it to work, i’m using bulk send and uploading the clientname as part of the bulk send via the csv.  The field pulls through to the document ok and the document is perfect, but it does not pull through this field on the email title when the envelope is sent.

Can you share what i’m doing wrong - i’m using {{custom.ClientName}} in the email subject and when the person receives it, it does not pick up the client name, it just shows as Agreement – {{custom.ClientName}} for everyone.

I’m on Business Pro.

Thanks

Jade

I don’t seem to have the option for an envelope custom field - only a custom field in the document. Are they the same thing?

Hello ​@JB2000 

Thank you for your reply.

If you are on a Business Pro plan, you should have access to the Envelope Custom Fields feature.

If this option is not appearing on your account, you may need to open a support case to request that the feature be enabled.

You can follow the steps in the link below to open a case, or you may use the Chat icon located at the bottom right corner of the page to connect directly with one of our experts for assistance.

Open a case in the Docusign Support Center

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,
Marco | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!