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
• How to search for a document template

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:

• 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.

• 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.

• 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:

1. Click on Document Templates in the toolbar to the left
2. Select the search bar at the top of the page
3. Enter your search term