Trainer Tips Live: Automatic Template Matching

Join Glen Steinhardt, Docusign University Technical Product Trainer, for a deep dive into this Tip From Docusign post on automatic template matching. 

Did you know your eSignature users might be recreating envelopes from scratch when a perfectly good template already exists? Without automatic template matching, they could be wasting time manually adding recipients, messages, and signing fields when they don’t have to.

Avoid unnecessary work and streamline your agreement workflows with automatic template matching.

What you’ll learn:

• How to use automatic template matching to instantly apply the right template, pre-filled with recipients, messages, and signing fields.

• How to include or exclude specific templates from automatic matching

• How to set custom Intelligent Document Recognition (IDR) Zones to precisely identify templates based on specific document text

Why you should join:

• You create or manage eSignature templates. This feature can save you and your team valuable time

• You want to improve accuracy. You learn how to ensure the right template is applied to the right document every time.

• You have questions about template matching. You can get answers directly from a Docusign University expert.

How to participate:

• Register for the event and add it to your calendar.

• Bring your questions for Glen to address during the Q&A session.

• You’ll receive a follow-up email with additional resources, Docusign University course recommendations, and an invitation to join the next session.

• If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section.