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I have created a template with 4 documents requiring multiple recipients to sign, use check boxes and text boxes.  The template contains all of the fields but when I try to send an envelope to a specific person which uses a personalized document in place of 1 of them, the template detected pop up doesn’t show up.

Last night, the first time I tried it, the window popped up. I noticed an error on 1 doc so I deleted and recreated the template.  Now the window does not pop up.  

Help please.

Hello, @Maureen 

 

You are welcome to the Docusign Community!

 

Try to change your templates matching sensitivity level.

 

Click on your profile initials(or photo) on the right top corner.

Select My Preferences

Select Template Matching

By default the templates matching sensitivity is 80%, you can decrease for 60% or 50%.

 

Details about this configuration you can read here:

https://support.docusign.com/s/document-item?language=en_US&bundleId=jux1643235969954&topicId=far1578456612069.html&_LANG=enus

 

I hope that helps!

 

Best,

Alexandre 

Thank you, that helped. 

Maureen 

Hi @Maureen,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. 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,

Christopher | Docusign Community Moderator

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

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