Search Document Templates

To search for the list of document templates in the system, follow the steps below:

1. Go to the "Design System" section from the main menu.

2. Click on "Documents".

 

3. On the documents page, you can see the list of all the templates created in the system which are associated with your team.

4. Click on the sidebar on the right-hand side of the page.

5. From the sidebar, you can search for the document templates based on name, categories, tags, and status of the document.

6. If you have publishing privileges, you can also see the list of documents that are awaiting your approval by clicking on the checkbox "Waiting for Approval".

Note : You can view/search only the document templates connected to your team

VIDEO DEMO:

MANAGE TAGS

To assign tags to a document in Perfect Doc Studio, follow these steps:

1. Go to the document design area. 

2. Look for the left panel and click on "Settings." 

3. In the Manage Tags section, assign tags to your document for easier identification. Tags can be helpful when performing an advanced search, making it quicker to locate specific documents.

Now, you have successfully assigned tags to your document, making it easier to search and categorize your files.

VIDEO DEMO:

• Related Articles

• View all Document Templates

  To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...

• View & Copy from existing designs in Document Templates

  VIEW ALL YOUR TEMPLATES Go to the left panel in the document template design area. Click on "Templates" to see a list of all document templates created for your team under the "My Design" tab. The document templates are grouped into categories for ...

• Searching Email Templates

  To search for the list of email templates in the system, follow the steps below: 1. Go to the Design System section from the main menu. 2. Click on Emails. 3. On the emails page, you can see the list of all the templates created in the system which ...

• What are Master Templates?

  Master Templates are in-house templates organized into various categories and can be customized to meet users' specific requirements. These templates are designed to help users get started with the system and facilitate document creation. For ...

• Delete Document Templates

  To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...