Use custom fields in email subject and body in Bulk Sent

​@samuel_ayres 

The correct syntax to use in the email subject is [[ECF:ECF field name]].

For an envelope custom field called “Agreement Type”, the correct syntax is [[ECF:Agreement Type]]

This only works for envelope custom fields (metadata of the envelope) and not document custom fields (fields of the documents). These two different field types are sometimes confused with one another.

Hi ​@Michael.Rave ,

Thanks for your answer. I guess the main problem here is that I need to have an Admin permission in order to create an Envelope Custom Field. When I did the First Step I mentioned (Created a custom field in my account), I actually created a Custom Field but not an Envelope Custom Field. Therefore, I couldn't use the ECF syntax in the e-mail subject. 

I asked the Docusign Admin in my company to create the ECF and then I was able to add it in the E-mail subject. Issue solved!

I will also try the other option you provided ​@Michael.Rave , I think it could be useful in some situations.

​@samuel_ayres 

Great to hear you were able to resolve the issue.

Yes, the advance of the template approach is that this ECF will only be present on that template and not show up for all users, opposed to it being added via the Admin, which adds it for every user and send.