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Newcomer
June 3, 2024
Question

Template renaming with file name

  • June 3, 2024
  • 12 replies
  • 1083 views

I use the same template for signature signing numerous times a day. Today, however, when i “Replaced” the template with the document i wanted to send for signing, it is saving all documents with the template name and i can’t tell the difference between any documents i have sent, since they are all converting to the template name and not the file name. how do i fix this?

12 replies

bizops1920
New Voice
New Voice
July 9, 2024

I use the same template for signature signing numerous times a day.

Hi @Alejandro.Ramos respectfully, it’s not feasible for end-users to either go into the back-end code (that can change without notice) nor wait for an engineering team to patch (again, with little notice). Emptying out the old subject line at the template level at least fixes the problem immediately. As the original poster @Denise Dodd wrote, it’s a template used daily, which is why the question was posed in this forum; envelopes that haven’t been sent out yet can be corrected manually and past envelopes are a lost cause.

Please note @JohnSantos also found a working solution in another thread, Automatically change email subject:

Yes, something changed in May or June because to the new Brand I think.   The default subject line changed from “Please DocuSign:”    to “Complete with Docusign: “ 

If you change your subject line to “Complete with Docusign:”  it will change automatically and show the new document’s filename. 

Docusign Employee
July 9, 2024

Hi @bizops1920,

 

Your statement is accurate in that changing the template’s subject will override the default configuration for the email notification in eSignature.

 

This is the easiest way to allow users to set customized email notifications in their templates. And was the answer I provided to @Denise Dodd, along with the option to fully customize the account’s default.

 “If using editing the subject line during the envelope creation process or by including it in your templates, are not viable workarounds for your use case, I would recommend looking into editing the account’s Email Resource File to include the changes needed and override this default configuration.”

 

I also reminded the users following the thread along the way that using templates would be the best way to workaround the issue. Otherwise, customizing the account’s resource file was the last available option.

 

Let me know if I can help clarify anything else, and I will address your concern as soon as possible.

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!