Using templates to send transactions is a great way to save time and increase efficiency. Once templates are set up, you can enable the system to match existing templates to documents uploaded by signers or team members.
Who can use this
Only admins and owners can enable this setting for an organization's account. Once the setting is enabled, any user with access to create and send transactions can apply templates and template matching.
ℹ️ Business document templates and template matching are not intended for real estate customers. If you're a real estate customer and would like to use templates for your transactions, contact your Customer Success Manager (CSM) or contact sales.
How it works
Template matching allows the Proof platform 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 will check 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.
Note: If a signer scans the document rather than uploading the original, the system may not be able to recognize the document and is unlikely that fields can be placed correctly.
For details and best practices for creating templates for use with template matching, 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.