<ol><li>Navigate to DocuSign Admin Sending Settings: <a target="_blank" rel="noopener noreferrer nofollow" href="https://admin.docusign.com/sending-settings">https://admin.docusign.com/sending-settings</a><img src="https://blackhole.customerly.io/attachments/47e97ec4/accounts/3958/6b6ca4dba8c0cdce2444d620658d7703/Screenshot%202022-12-04%20at%204.29.31%20PM.png"></li><li>Scroll to the very bottom of this page, check the box for Enable template upload under "Templates":</li></ol><img src="https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fa55437f9-423f-4f6b-94ed-84a477b86b94%2Funnamed.png?table=block&amp;id=8eb7694b-bee2-4600-b0c3-0a6618134bff&amp;spaceId=6921ed7e-e71c-4461-b46e-d9a1a36e6bc5&amp;width=1100&amp;userId=0a3f6242-0c69-4e15-b67f-49f3d82bfa29&amp;cache=v2">. 3. Click Save!<h2>Troubleshoot: I don’t see an option to “Include In Matching” </h2><ol><li>Navigate to DocuSign My Template Preferences: <a target="_blank" rel="noopener noreferrer nofollow" href="https://app.docusign.com/preferences/template-matching">https://app.docusign.com/preferences/template-matching</a> <img src="https://blackhole.customerly.io/attachments/47e97ec4/accounts/3958/66a2c85ab2f7dae539a2a509a06b1300/Screenshot%202022-12-04%20at%204.32.32%20PM.png"></li><li>Click the checkbox next to "Match templates to uploaded files" and click Save:</li></ol><img src="https://s3.eu-west-1.amazonaws.com/blackhole.customerly.io/attachments/47e97ec4/accounts/3958/ef73e8e89af63d389f1dd2ccbc52d2b5/image.png">

Don't see an option to upload templates? Follow these steps

Troubleshoot: I don’t see an option to Upload Templates on DocuSign

Troubleshoot: I don’t see an option to “Include In Matching”