Add supplemental document via Envelope Template

Hello ​@ioSven ,

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

If you have created multiple templates with similar documents inside it, I would suggest to lower the template matching percentage to pull up multiple templates.

This would allow you to choose which template you would need at that time.

Please use this link for reference. Set Template Matching Behavior
 

Let us know if you need further assistance with this.

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

Hello ​@rodolfo.napay ,

thanks for your reply. The matching is 100%, because I am already using the 25 words in the header of the document.

In order to provide a better explanation.

• I created three Envelope Templates (one in Salesforce and two at Docusign)
• The one in Salesforce is used to set the righty recipients, but without the supplement files
• From Salesforce I use a button which I created in Salesforce
• Then, short before sending, I get the message Template A is the matching Template
• Template A is one of the Envelope Templates I created on the website of Docusign and includes the supplment documents
• I expect now, that the supplement documents show up, but they don’t

Maybe it is now better to understand.

Thanks and have a nice day,

Sven

Hello ​@ioSven 

Can you please try to reduce the matching sensitivity to 50% and observe for a week so we can check?

Hope to hear from you soon.

Best regards,
Marco Paulo | Docusign Community Moderator
 

Hello ​@marco.tanglao,

the matching sensivity in my preferences is 60%.

Is it possible that Docusign pulls the documents?

Thanks and have a nice day,

Sven

Hello ​@ioSven 

I’m currently checking on this and reaching out to our Salesforce expert to confirm this. 

I’ll let you know as soon as I hear from them.

Best regards,
Marco Paulo | Docusign Community Moderator

Hello ​@marco.tanglao ,

thank you. Hope to get some positive feedback.

Thanks and have a nice day,

Sven

Hello ​@marco.tanglao,

Maybe this is of importance. I changed the order of the documents in the envelope template and placed the two supplementary documents before the actual document. Now, when I start the signature process, the document that needs to be signed is shown as a supplementary document rather than a regular document. If the document to be signed is placed first, it does appear correctly, but then the other documents are not attached.

BR,

Sven

Hello ​@ioSven ,

Apologies for the delay.

Our Salesforce Team has advised that instead of "matching," you should add the template. Since it is a very different behavior when choosing to add instead of apply.

Also, there's no way to automatically mark a document produced from Doc Gen as a Supplement. The supplement setup in the eSignature template would be added as an additional document and not applying the supplemental setting to the generated document.

Let us know if you need further assistance with this.

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