Docusign Matching - not above 80 %

Hello ​@Mhallow ,

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

Can you please confirm which has more pages, the template, or the document that is being uploaded? 

Based on the Template Matching Considerations, the uploaded document page count must be greater than or equal to the template page count. 

Best regards,

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

Thanks for the reply!

I am uploading the exact same document used to make the Template and it will not match 100%. Currently it is not matching at all.

Hello ​@Mhallow ,

Thank you for the additional information. 

Can you please download the template from your Docusign account and sent it to me via a Private Message along with the PDF copy of the document so that I can test it out on my end.

Best regards,

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

The issue was from the PDF being used as the template was saved as an image and the text could not be read by the matching software. 

Hello ​@Mhallow ,
 

I’m glad you were able to figure out the issue with your templates.

I found this Youtube video very helpful regarding template matching that you can use in the future. It is from our official Youtube account.

Best regards,

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

Hello ​@Mhallow,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator