What does "template matching" refer to in DocuSign?

Template matching in DocuSign refers specifically to the use of a previously created document from a template list. This feature allows users to efficiently reuse documents that have been designed for specific purposes, saving time and ensuring consistency across similar transactions. By utilizing templates, organizations can maintain a standard format for documents such as contracts, agreements, or forms, which streamlines the signing process and minimizes errors.

The ability to create new documents from scratch and customizing documents for specific recipients both involve creating or modifying documents in real-time, which is different from the concept of template matching. Automatically suggesting similar documents pertains more to document management and retrieval rather than the process of selecting from a pre-defined list of templates. Thus, the focus on reusing established templates for efficiency and consistency is what defines template matching in DocuSign.