Does the same thing happen if you start off by choosing Use A Template and then upload your document?

Yes. Same thing happens if I use a template first, then upload my document.

Does your template declare a subject line or leave it automatic?

The template DOES have an email subject noted. Should I leave that email subject field blank?

When I deleted the text in the email subject field it says “please enter a message subject”.

Uncheck the box for custom email and message on the template.

hmm...I do not have a box for custom email and message

Might be a difference in our subscriptions/services.  In mine, just above the subject line is a box to check to enable the custom email or not.  

Is your email subject static?  Or does it change client by client?

it looks like this, so it includes the persons name

Complete with DocuSign: Background Check Disclosure -  �[Annual Background Check_UserName]]

Could you yuplicate your template (using Copy option) so you don’t mess up your original, and then in the new template, use that as your subject?

sorry, use what as the email subject?

Maybe I misunderstood.  You want “Complete with DocuSign: Background Check Disclosure -  - Annual Background Check_UserName]]” as your subject or is that subject that keeps stomping over the one you do want?

because this is the email subject line in my template,

Complete with DocuSign: Background Check Disclosure -  �[Annual Background Check_UserName]]

and I cannot have a blank email subject line, this email subject line from my template stomps over what I want.

What I want is this:

Complete with Docusign: Cheever_Greg - 25-26 Agreement.docx

as that is the first document in the DocuSign. But, for some reason, the template stomps on it.

“

Please review and sign n Data:DocumentNames]]

“

That will pull all of your document’s data names and put them in the subject.

Thank you. I think that works well. Here is what the email subject line looks like in email:

Please review and sign Cheever_Greg - 25-26 Agreement.docx, Background Check Disclosure - DocuSign.pdf- Greg Cheever

Whew.  Glad I could help.

For anyone looking on, that info was in the Email Resource File.  Tread carefully.