The short answer: Admins and owners can enable template matching so the Proof platform automatically applies field tags to uploaded documents that match an existing business template.
Who Can Use This
Only admins and owners can enable template matching for an organization's account. Once enabled, any user with access to create and send transactions can apply templates and template matching.
How It Works
Template matching allows Proof to match existing templates to documents that are uploaded:
- In your portal when you create a transaction
- By a signer using one of your EasyLinks
- Using API
If your signer uploads a document using your EasyLink, the system checks your templates for a match:
- If an exact match is found: Tags are automatically placed on the document and a message confirms how many signer and notary fields were placed.
- If a template match is not found: No fields are applied and a message indicates no matching template was found.
For details and best practices for creating templates, read Create a Business Document Template.
Enable Template Matching
Log in to your Proof account to complete the steps below.
- Click Settings from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select Transaction Settings from the Settings page menu.
- Click the Template settings tab.
- Check the box next to Automatic Matching.
- Click Save changes.
Summary Checklist
- Go to Settings → Transaction Settings → Template settings
- Check Automatic Matching and click Save changes
- Confirm template matching is active for EasyLinks and portal uploads
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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