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Hello, 

I need help with populating the subject line of the template I created.  The template contains a file that uses the matching feature.  When I upload a document, I want the name of the uploaded document to appear in the subject line. Initially, when I click “Use” to open the template, I see the name of the template file in the subject line.  But, when I upload the document that I want to match to the template, then the subject line changes to “Complete with DocuSign”.  

Hi Vijay,

 

Welcome to the DocuSign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that your document name is being suppressed from your email subject line, but I will help you get to the bottom of the issue.

 

This is the default behavior from the eSignature app, whenever you apply a template to a document, unless, you have set a custom email subject line.

 

Taking this into consideration, the only option to automate automatically populating your document’s name in the email subject line would be customizing it through the account’s Email Resource File.

 

This can be accomplished by calling the DocumentNames in the Envelope Activation email HTML template.

 

You can find more details on how to work with your Email Resource File, here:

 

DocuSign Email Resource File Guide

 

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

 

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

 

Compare eSignature plans & pricing 

 

It is important to note that customizing your account’s Resource Files falls outside of DocuSign Support’s scope. 

 

However, you are always welcome to schedule a paid Professional Services meeting, if you need personalized assistance with this process.

 

Contact our Sales team for more details on the pricing of a Professional Services meeting.

 

docusign.com/contact-sales

 

Or, reach out to your Account Team. or the Account Services team by creating a new support case:

 

https://support.docusign.com/en/contactSupport 

  

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support. 

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using DocuSign, we hope you have a wonderful rest of your day!


Hi @Vijay,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

 

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

 

Best regards,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 


Hello, I use the line option often, love it, but...the options for the line keeps disappearing!!!

 

I sign out, come back to try to find it again. 

 

it's the options that show color of line and the thickness. 

 

How do I get the options back? Very frustrating


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