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New Voice
May 13, 2025 8:02 PM UTC
Solved

Subject line has second document instead of first document

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.

DrewciferAnswer
Established Contributor
May 14, 2025 8:09 PM UTC

“

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 6:28 PM UTC

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

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 6:32 PM UTC

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

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Established Contributor
May 14, 2025 6:36 PM UTC

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

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 6:46 PM UTC

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

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 6:47 PM UTC

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

 

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Established Contributor
May 14, 2025 6:48 PM UTC

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

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 6:52 PM UTC

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

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Established Contributor
May 14, 2025 6:57 PM UTC

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?

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 7:00 PM UTC

it looks like this, so it includes the persons name

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

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Established Contributor
May 14, 2025 7:02 PM UTC

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?

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