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I have set up several templates on Docusign for colleagues to use. A colleague has uploaded a document but Docusign hasn’t linked it to the template. This has been working for the past month with no issues but it not working today. Template hasn’t been changed until I went into investigate it just now. Can someone help please?

Hi @Liz Seale,

 

Thank you for reaching out to the Docusign Community.  

Are you working with Template Matching?

If that is the case, you will want to start troubleshooting the issue by ensuring that you have considered the requirements included below, depending on the Template Matching process being followed:

  • Automatic template matching: The uploaded document page count is greater than or equal to the template page count. 
  • Manually applying a template: Matches pages of the document one to one.

For more details on this topic, see:

Template matching considerations

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

​Hi ​@Liz Seale,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

 

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

​

 

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