The template list page provides users with an overview of all templates available, along with various options to manage and interact with them efficiently.
The templates view provides an overview on currently accessible templates. Templates, in short, are storing a pre-configured draft with all its parameters and allow reusing for future business cases where an envelope with same or comparable configuration should be sent.
A text search filter is available, enabling users to quickly locate a specific template within the list. By entering relevant keywords, users can refine their search results and find templates more efficiently.
The page provides an option to create a new template directly from this page. This feature allows users to create a template streamlining the process.
Users can apply filters to customize the display of templates based on specific criteria. This helps in narrowing down results and improving accessibility to relevant templates.
Last update
Yesterday, Last week, Last month, Last 6 months, Last 12 months, Current year, Custom range
choose within a specific start and end frame
The multi-select feature allows users to select multiple templates simultaneously and perform batch actions for improved efficiency.
Following actions are available for templates:
Use
- Create a draft from this template
Edit
Delete