Template matching not working anymore

Hello ​@Hstarr ,

Thank you for reaching out here in the Docusign Community. 

Is it happening to a specific template?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

It’s happening randomly to different templates that used to work fine before. 

Hello, How do I lower the matching sensitivity? I’m not sure if I have the ability to change that setting. I do have IDR zones selected on my templates. I have also chosen Included in matching. Do matter what I try I can’t get the template to come up when I upload a document that should match.

Hello ​@Hstarr ,

Thank you for reaching back.

The template matching sensitivity can be changed by going to your profile picture/initials on the top right > My preferences > Template matching. Please let me know if your were able to find or if you have the option. If lowering the matching sensitivity does not work, can you try replacing the templates document with a document the matching feature is not picking up on?: Delete or Replace a Document 

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello,

I adjusted the matching sensitivity and a few of the templates work that had not been before. Unfortunately there are still templates that are not appear after I adjusted the sensitivity. I also tried replacing the templates document with a document the matching feature is not picking up on and that doesn’t seem to work either.

Hello ​@Hstarr ,

Thank you for reaching back.

I’m glad to hear that some of the templates started working after changing the sensitivity. For the other ones, I recommend you open a support case so that an agent can look into those specific templates: https://support.docusign.com/en/contactSupport

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@Hstarr ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!