Searching and Filtering Templates

Doc Auto Team
Doc Auto Team
  • Updated

With many templates in the Template Manager, searching and filtering templates is a useful way to see only the templates you wish to review.

  1. Add a filter by clicking the Add Filter button.
    Screen_Shot_2021-10-07_at_2.31.14_PM.png

  2. Select the property you wish to filter by, and click the + button to apply the filter.
    Screen_Shot_2021-10-07_at_2.31.57_PM.png

  3. Once applied, your chosen filter will appear. This is what a filtered Template Manager looks like:
    Screen_Shot_2021-10-07_at_2.32.40_PM.png

  4. To search by name or tag, simply use the search bar and type in your query.
    Screen_Shot_2021-10-07_at_2.32.40_PM_copy.png