The Templates page is where you can view, create, edit, share, and delete your templates, rules, template groups, RForms, and message templates.
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Topics covered in this article:
Templates list
On the left-hand side of the Templates page you will find your templates, templates shared with you, and templates you have shared with your colleagues. You can also mark templates as favorites and create folders to organize them.
- My Templates and Rules, My Message Templates and My Group Templates: those templates that you have created and can use.
- Shared with me: Those templates that have been created and shared by other users within your account. Click on Add to see those templates in your personal list of Templates and Rules and be able to use them.
- Shared by me: Those that you have shared with your colleagues. Click on the share icon to edit the sharing configuration.
- Favorites: Click the star icon next to any template or rule to add it to your Favorites list.
- My Folders: You can organize your templates by creating custom folders.
Click the +Folder icon to create a new folder.
Click the folder's More (three-dot) menu to rename the folder, create a subfolder, or delete it.
Click the template's More (three-dot) menu to restore the Template to the My Templates and Rules folder.
Templates data
Each item in the Templates list, except for template groups and message templates, can be expanded to display additional information.
To expand an item, click the arrow icon:
The expanded view displays information such as document preview, whether the template is editable, template creator, signer roles, among other template details.
Templates filters, sorting options, and actions
Filters
Each section in the Templates page includes a search box that allows you to quickly find templates.
You can search by Template code or name, or click on the filter icon for advanced filters.
After adding you filters, click on Search.
Note: the Description advanced filter searches the description entered when the template was created.
Sorting options
You can sort both, your personal and shared templates and rules, by clicking the applicable column headers.
Actions
The templates page offers you a variety of actions, such as using, creating, editing, sharing, copying, and deleting templates, rules, among others.
You can create new templates, new rules, new template groups, and new message templates by clicking the corresponding Create button.
Note: If you do not see one or more of these buttons, verify that the corresponding option is enabled in the templates settings section.
Each item in the My Templates and Rules section contains the following action icons:
- Use
- Share
- More
Note: You can also edit the Template by clicking on its name.
Each item in the My Message Templates and My Group Templates sections contains the following action icons:
- More
Note: The copy or use actions are not available for message templates and group templates.
Each item in the Shared with me section includes the following actions:
- Add: a copy of the shared template or rule will be added to your personal list.
- Unshare
Note: The unshare option is only available to users with the Customer Admin role, allowing them to unshare templates that other users in their account have shared with colleagues.