Apply a Template to an Uploaded Document

Audience: Organizations (Business, Premium Real Estate Title/Lenders using document templates)

The short answer: When uploading a document to a transaction, you can select a specific template to apply its tags directly — instead of relying only on automatic template matching.

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This feature is generally available to Business, Premium Title, and Lenders who utilize templates.

How It Works

After uploading a document, you'll have three options for how it's tagged:

Add documents modal showing the Document Template dropdown expanded with a search field and template options including Match automatically

Use automatic matching +

If template matching is enabled on your account, the system will attempt to find a matching template on its own. For organizations that only use automatic template matching (and do not access or create their own templates), this option remains selected by default — no action is needed to keep existing behavior.

Select a template New+

Search for and select a specific template from your organization. The template's tags and designations are copied onto your uploaded document at the same coordinates configured on the template — note that tagging rules, such as anchor text, still apply. Users may select 1 template per document upload.

Select no template New+

Skip template matching and tagging entirely for this document. Useful for documents that don't need any pre-set tags.

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To bypass automated matching, select "No template" from the drop-down. This replaces the previous Disable Document Auto-Tag checkbox.

What Changed — For Title and Lenders

Previously, the Add Documents window included a Disable Document Auto-Tag checkbox, which turned off template matching for every document in the upload at once. This checkbox has been removed.

Add documents modal showing the Name and Document Template columns with a No template dropdown for each uploaded file

In its place, you now choose per document whether to use automatic matching, select a specific template, or apply no template — giving you more granular control over each file in a multi-document upload.

  • Title users who access and create their own templates may now select a template to apply from the drop-down.
  • Users who use automatic template matching will still see that option set by default — no change to existing behavior unless you choose otherwise.
  • To turn off automated matching for a document, select "No template" in the drop-down. This is the new way to do what the old Disable Document Auto-Tag checkbox did.
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Not to be confused with: this feature lets you apply a template's tags to a document you upload. If you instead want to add one of your saved templates as its own document in a transaction, see Select an Existing Document Template for an Individual Transaction.

Summary Checklist

  • After uploading a document, choose automatic matching, select a template, or no template.
  • Selecting a template copies its tags onto your document at the same coordinates.
  • The old Disable Document Auto-Tag checkbox is gone — use "No template" per document instead.
  • Now generally available to Real Estate/Title, Business, Premium Title, and Lenders who utilize templates.
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Still unsure? Contact Proof Support for help.

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