Skip to main content
New Voice
May 13, 2025
Solved

Subject line has second document instead of first document

  • May 13, 2025
  • 16 replies
  • 173 views

I upload a document as the first document. I then add a template as another document. Why is the template name in the email subject line instead of the first document I uploaded? For example, document one is Employment Agreement. Document two is background check. Background check is in the email subject line.

Best answer by Drewcifer

Please review and sign [[Data:DocumentNames]]

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

16 replies

Established Contributor
May 14, 2025

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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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

Established Contributor
May 14, 2025

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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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

 

Established Contributor
May 14, 2025

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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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

Established Contributor
May 14, 2025

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?

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

it looks like this, so it includes the persons name

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

Established Contributor
May 14, 2025

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?