Search Document Templates

SEARCH DOCUMENTS

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 " Document Settings." 

3. Locate the "Manage Tags" section and enter the tags you want to assign to the document. Press Enter after typing each tag to save it.

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

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