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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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

sorry, use what as the email subject?

 

Established Contributor
May 14, 2025

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?

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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.

DrewciferEstablished ContributorAnswer
Established Contributor
May 14, 2025

Please review and sign [[Data:DocumentNames]]

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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025

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

Established Contributor
May 14, 2025

Whew.  Glad I could help.

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