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Question

How to place the senders "Job Title" as part of the message send with a template?


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I’m creating a DocuSign Template and in the custom email sent to the signer I want to include the senders job title. Ideally I could have a variable/command in the template that would pull the job title from their DocuSign account and place it in the message. 

My research into this seems to indicate this isn’t possible without either setting up a field where the staff member needs to type their title every time or setting up an API. This change would affect hundreds of our templates, so I just wanted to confirm this was the case before I select a path. 

 

Could I please get a recommendation on the best path forward?

2 replies

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  • Community Moderator
  • 2554 replies
  • January 23, 2025

Hello ​@Office_Tech732 ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately, it is not possible to add a Job Title merge field in the email body or subject that can automatically pull in the information, you can create an Envelope Custom Field (ECF) and input it manually, otherwise, maybe an API setting can help but that would be best to speak with a Docusign Developer for assistance: To add merge fields to a template message subject

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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  • Community Moderator
  • 2554 replies
  • February 6, 2025

Hello ​@Office_Tech732 ,

If you found my response to be a useful solution to your question, please select it as “Best Answer” so it is easier for other users to find in the future.

 

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!