Where are options like ID Check and Access Code in the new DocuSign?

Template matching is handled by a control on the "Tools -> Options -> IDR" tab in DS Pro. There you will see several settings. Look for the first one:

  • Once you’ve entered in a recipient you will see an Identity column
  • This is defaulted to email
  • To change this, click on the down arrow next to Email
  • Select your Identity preference for this user
I agree to the Terms and Conditions