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Idea Submitted

Add recipient name to file name in templates when emailed

Categories:eSignature
  • March 23, 2026
  • 0 replies
  • 15 views

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It would be great to have the recipients name added to the file name in templates, specifically when the completed email is sent.  I know this can be done by adding [[Role_UserName]] in the message subject, and then manually downloading a combined PDF, but that’s several extra steps compared to just saving the completed document from the “Completed” email.

So ideally, when I receive the “Your document has been completed” email from Docusign, the attached signed document is named “[First Last] Signed Policy.pdf”.