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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
Click here to watch the video!
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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