Search your Templates

Contents

• Pre-conditions
• Overview

Pre-conditions

• System Level Permission (any): 'Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'

Overview

After you've created/uploaded templates or have been shared access to one, you can view all of your templates in one repository for management and reporting under the Templates tab.

Filters & View

You can filter via various parameters such as metadata filters, categories, folders and the search engine to find the relevant templates.

Additionally, you can adjust the view of the template results through the sort option, toggling between List and Table mode, choosing which columns show and hide, as well as how many results you want per result page.

Table Export

Lastly, you can also export the template table (only first page) to CSV for your reporting needs.