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Disable Template Matching for all users

  • 20 August 2024
  • 4 replies
  • 59 views

This is regarding the create Envelope flow. There is a default settings at individual account level notifying users to match templates when you upload documents to an envelope.

 

Default settings behavior: Automatic template matching compares uploaded files with saved templates. Based on sensitivity settings, you can apply a matching template to your document automatically or with a notification. The template applies recipients, messages, and signing fields.

 

There is a provision to disable this default settings at individual account level. Could anyone please help me know if there's way to disable this default settings for all users at Docusign level.

@Nav 

Template matching is a personal setting, which means you cannot control it as an Administrator.

What you can do is to exclude templates from template matching, so they will not be considered. If you apply this to all your templates, then the template matching feature will not come up with suggestions.

@Michael.Rave Thanks for the reply.

So we will have to keep excluding the templates as and when we have new templates. Apart from marking the templates as excluded from UI, do we have any API exposed from Docusign to exclude the templates.

@Nav 

Yes, this can be achieved via the Docusign eSignature REST API via this endpoint. To get a list of all templates, you can use this endpoint and then iterate through the templates to exclude them from template matching.

The relevant parameter is autoMatch, which you should set to false.

The update API seems to be not working. Unable to set autoMatch as false for the templates via the Docusign eSignature REST API

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