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Hello Community,

I like to add additional documents (supplemantal documents) to an envelope.

The situation is as follows:

  1. The document is generated in Salesforce
  2. I use an Envelope Template, created in Salesforce and available at the Docusign website, to assigne the Roles to the contacts
  3. Docusign opens
  4. In Docusign I created two additional templates one with supplement document A and one for B
  5. Docusign matches the Template for A
  6. Expected behaviour: to the uploaded document from Salesforce supplement document A is added and send also to the customer
  7. Actual: the template is matched, but the supplement document is not added

When I add the documents to the envelope template from Salesforce, file A and B appears.

 

Hope someone can help me.

 

Thanks and have a nice day,

Sven

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

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