Template matching allows the Proof platform to match existing templates to documents that are uploaded via EasyLink or API.
If your signer uploads a document via 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 no template match is found: No fields are applied, and a message indicates no matching template was found.
To utilize template matching, your account must have both of the following:
Anyone can access most of the articles linked below. However, only notaries and business/real estate customers can access notary articles. Review Access Help Center Articles as a Notary for assistance.
- Enable Template Matching in Your Notary-Sourced Transaction Account
- Create a Template for Notary-Sourced Transactions
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