This Month's Topic: Automatic Template Matching
This Month’s Topic: Automatic Template Matching (posted in the Docusign Community here)
Your eSignature users may not be aware that an eSignature template for the document they’re preparing to send to a customer may already exist in your eSignature account. As a result, they may be spending unnecessary time going through the process of creating an envelope when instead they can just use a template that has been already configured for them in your account
Avoid this unnecessary time waste by utilizing a feature called Automatic Template Matching.
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