Merge field availability in Template Name & Document Name fields
It would be wonderful to have the ability to add specific fields to the "Template Name"/"Document Name" area so that when we use a template (alot) we can pull in certain details (i.e. the name of the first recipient, due date, etc).
This is especially helpful when we send many of the same document, it helps to tell them apart in the "Documents' area as well the email notifications received. Also allows us to put prominent information (that may change on each send) in the Subject Line of the Email the recipient gets.
Thank you!
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