Subject autoformat

Use subject autoformat to build the envelope subject from dynamic field values.

If you use fields assigned to other roles, the subject can change during processing.

Open subject format settings

1. Open the template field.

2. Click .

Click to view the screenshot...

Configure subject autoformat

1. Enter the prefix text (min 3 characters).

2. Remove fields using the trash icon in the added fields list.

3. Use the search box to narrow the list.

4. Add fields by clicking their names in the available fields list.

5. Check the preview.

   • Field values are separated by a comma and a space.

6. Click in the form footer.

7. To remove autoformat, click in the form footer.

Save the template after deletion.