If you don't have too many document templates, you'll be able to see all of them on the first page. Once you start building up a library of document templates, use the search function to quickly find the exact template you need instead of flipping through your pages.
In this article, we'll cover:
Getting started
Document templates can be found by searching for a document's:
- Name: The name of your document template.
- File name: The name of the PDF or .docx file.
- EID : A unique 20 character ID that can be found in the API page of a document template.
Here are a few things you should keep in mind before you start searching for your document templates:
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All search categories support full or partial searches
- If you’re looking for a document template named
Template sample, you can search for:- “Template”, “sample”, “Tem”, “Template s”, etc.
- The more precise your search is, the narrower your search results become.
- If you’re looking for a document template named
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Only published template names and file names are supported
- If you renamed a template or a file and saved your changes as a draft, the updated names will not be searchable until you’ve published the draft.
- To learn more about how to publish a template draft please see this article.
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Searches will automatically redirect you
- Once you've entered a search term, you will be automatically be redirected to the first page of matching results
- Clear your search and return to the view of all document templates by deleting the contents of your search bar.
How to search for a document template
To search for a document template:
- Click on Document Templates in the toolbar to the left
- Select the search bar at the top of the page
- Enter your search term
