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”.
Back to Docusign.com

