Envelope Information createfromformsandtemplates
EnvelopeInformation
This is the Envelope-level information that overlays the information from the Templates. The structure and usage of these Envelope-level concepts are unchanged from the current schema.
Template Email Subject Merge Fields
This provides the ability to insert recipient name and email address merge fields into the email subject line for envelopes sent using CreateEnvelopeFromTemplatesAndForms.
The merge fields, based on the recipient’s RoleName in the template, are added to the EnvelopeInformation Subject when the template is used to create an envelope. After a template sender adds the name and email information for the recipient and sends the envelope, the recipient information is automatically merged into the appropriate fields in the email subject line.
Both the sender and the recipients will see the information in the email subject line for any emails associated with the template. This provides an easy way for senders to organize their envelope emails by subject without having to open an envelope to check the recipient.
Note: If merging the recipient information into the subject line causes the subject line to exceed 100 characters, then any characters over the 100 character limit are not included in the subject line. For cases where the recipient name or email is expected to be long, you should consider placing the merge field at the start of the email subject.
- To add a recipient’s name in the subject line add the following text in the EnvelopeInformation Subject when sending an envelope from a template:
[[_UserName]]
Example:
- To add a recipient’s email address in the subject line add the following text in the EnvelopeInformation Subject when sending an envelope from a template:
[[_Email]]
Example:
In both cases the is the recipient’s RoleName in the template.
For cases where another recipient (such as an Agent, Editor, or Intermediary recipient) is entering the name and email information for the recipient included in the email subject, then [[_UserName]] or [[_Email]] is shown in the email subject.