Template matching allows the Proof platform to match existing templates to documents that are uploaded on Proof.com, with EasyLink, or using Proof's 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.
To utilize template matching, your account must have both of the following:
Articles by Audience
🔗 Anyone can access most of the resources linked below. However, some notary articles require users to sign in to the Help Center. Read Access Notary Help Center Articles to learn more.
Business
Notaries
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