Creating a Template quick start guide - DocuSign

Creating a Template Quick Start Guide
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• the first and last 25 words in the document are the same as the template or, if IDR region match
boxes are used in a template, the words in document are the same as those in the IDR regions.
In the case where a template document has similar opening and closing text to many other
documents used by a group, you can add an IDR region match box to the template to narrow down
and improve the IDR selection process.
You can select any region of text within a document for IDR. There is no functional limit to the
maximum or minimum volume of text you can select to define a match. However, the less text you
select the more false positive matches IDR is likely to find and the more text you select, the longer it
will take for the IDR matching process to finish.
Setting Intelligent Document Recognition Regions
1. Before saving a template, on the Tag toolbar click the IDR Regions button.
2. Place your cursor near the text you want to use and then left-click and drag the cursor over the
portion of text to match when DocuSign applies IDR. A dashed line appears around the selected
text.
If the area selected is not the area you wanted:
• To adjust the size of the region, place your cursor over the lower right corner of the region (the
cursor turns into a double-headed arrow), click and drag the region to set the correct area.
• To move the region, place your cursor over the region (the cursor turns into a four-headed
arrow), left-click and drag the region to a new area.
• To remove the region, place your cursor over the region (the cursor turns into a four-headed
arrow), left-click and drag the region over the DocuSign Tags (the right side of the page) and
release the mouse button.
3. Complete and save the template normally.
For More Information
For more information about additional DocuSign features, go to the DocuSign Support Site.
221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc.