Allow envelope and recipient information to be used as dynamic fields in custom messages

When building an envelope from a template, users enter information that is already known to DocuSign, such as recipient names, recipient roles, and document information.

I would like the ability to reference that information dynamically when creating the email subject and custom message.

For example, if my template contains the recipient roles:

• Requestor
• External Signer
• Internal Signer

I would like to create a standard message such as:

Hi [External_Signer_Full_Name],

[Requestor_CC_Full_Name] has requested your signature on [Document_Title]. Once you have signed, the agreement will be routed to [Internal_Signer_Full Name] for countersignature.

When I create the envelope and enter the actual individuals into those template roles, DocuSign would automatically populate their names in the message.

Ideally, these dynamic fields would be available through an Insert Variable/Merge Field menu while drafting the subject or message rather than requiring users to know special syntax.

Available variables could include:

• Document Title
• Envelope Title
• Recipient Role
• Recipient Full Name
• Recipient First Name
• Recipient Email
• Sender Name
• Envelope Custom Fields

This would allow users to create genuinely reusable envelope templates while still sending personalized and informative messages to recipients.