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

