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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

gcheeverNew VoiceAuthor
New Voice
May 14, 2025 7:04 PM UTC

sorry, use what as the email subject?

 

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Established Contributor
May 14, 2025 7:15 PM UTC

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?

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gcheeverNew VoiceAuthor
New Voice
May 14, 2025 7:24 PM UTC

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.

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DrewciferEstablished ContributorAnswer
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.

Translate
gcheeverNew VoiceAuthor
New Voice
May 14, 2025 8:16 PM UTC

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

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Established Contributor
May 14, 2025 8:29 PM UTC

Whew.  Glad I could help.

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

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