如何配置DocuSign PowerForm将信封ID放入邮件主题或正文？

Yep, you absolutely can add the Envelope ID to either the subject line or body of the post-signing email sent to users after they complete a DocuSign PowerForm. Here's a step-by-step breakdown of how to configure this:

Prerequisites #

• You’ll need admin-level access to your DocuSign account, or at least permissions to modify PowerForms and email templates.

Step 1: Create or Edit a Custom Email Template #

PowerForms rely on email templates for post-signing communications, so we’ll start here:

• Log into your DocuSign account, head to Settings > Templates > Email Templates.
• Either create a new template or open an existing one you want to use for your PowerForm.
• For the subject line: Insert the merge field {{envelopeId}} wherever you want the Envelope ID to show up. Example: Your Signed Document (Envelope ID: {{envelopeId}})
• For the email body: Drop the same {{envelopeId}} merge field into the text. Example: Thanks for signing your document! Your Envelope ID is: {{envelopeId}} — feel free to use this ID if you need to reference the document later.
• Save your template once you’re happy with the changes.

Step 2: Link the Custom Template to Your PowerForm #

Now we’ll connect the template to your PowerForm:

• Go to PowerForms in your DocuSign dashboard, then select the PowerForm you want to update (or create a new one).
• In the setup wizard, navigate to the Email Settings section (this might be under Recipients or Advanced Options depending on your account’s layout).
• Instead of using the default email, pick your custom template from the dropdown menu.
• Take a quick look at the email preview to confirm the {{envelopeId}} merge field is correctly placed in both the subject and body.
• Save your PowerForm changes.

Step 3: Test the Setup #

Don’t skip this part to make sure everything works:

• Submit a test entry through your PowerForm and complete the signing process.
• Check the email received by the test signer (you can use your own email for testing) to verify the Envelope ID appears as expected in the subject line and/or body.

Quick Notes #

• Merge Field Accuracy: Make sure you use the exact syntax {{envelopeId}} — DocuSign’s merge fields are case-insensitive, but sticking to the correct format avoids issues.
• Default Template Caution: While you can modify the default PowerForm email template, using a custom template is better because it won’t affect other PowerForms in your account.
• Permissions Issues: If you don’t see options to edit templates or PowerForm settings, reach out to your DocuSign account admin to get the necessary access.

内容的提问来源于stack exchange，提问作者Ajay ks