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Your eSignature users may not be aware that an eSignature template for the document they’re preparing to send to a customer may already exist in your eSignature account. As a result, they may be spending unnecessary time going through the process of creating an envelope when instead they can just use a template that has been already configured for them in your account
Avoid this unnecessary time waste by utilizing a feature called Automatic Template Matching.
Automatic Template Matching scans the text of a document upon upload during the envelope creation process to determine if that same document may already exist in a template. If so, you can simply click a button to apply that template to your document and your envelope is configured!
Take a look at this Trainer Tip video in which Product Trainer Glen Steinhardt shows you how to configure Automatic Template Matching for your account
Key Take-aways:
- This feature is already enabled for all eSignature accounts by default!
- An eSignature administrator configures the account-wide process that reviews the text and information in a document to determine if it matches a saved template.
- Every user can set their own parameters to determine whether a template will be automatically matched.
Additional Resources:
For further information about Automatic Template matching, check out the following article:
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