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In the March 3 Trainer Tips Live event, Docusign University Product Trainer Glen Steinhardt explored Docusign’s automatic template matching feature, focusing on how it streamlines document preparation and enhances accuracy.
Read on for a quick recap and key takeaways from the session.
Key takeaways
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Save time with templates: Instead of manually setting up fields and recipients for every document, use templates to pre-configure signer roles, document structure, and messaging—ensuring consistency across agreements.
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Let Docusign do the matching: Automatic template matching scans incoming documents and applies the correct template based on text recognition, eliminating the need to search for and apply templates manually.
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Fine-tune accuracy with IDR zones: Improve matching precision by setting up Intelligent Document Recognition (IDR) zones. These zones help Docusign identify key text patterns and apply the right template with higher accuracy.
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AutoPlace for effortless field placement: Tired of manually dragging signature fields? AutoPlace lets you anchor fields to specific text (e.g., "Signature:") so they land in the right spot, even on varying document lengths.
Next steps
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Ask questions: Comment on this post with any questions you have about what was covered.
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