View all Document Templates

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 list of all templates created in the system that are associated with your team.

4. If you want to filter/search for a specific document, you can use the sidebar. For more information on how to use the sidebar, please refer to the documentation.



To read about searching a specific template. Click HERE!

VIDEO DEMO:


    • Related Articles

    • 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 ...
    • 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 ...
    • How to Translate Your Document Template into Multiple Languages?

      Perfect Doc Studio allows you to easily translate and generate your document templates in multiple languages with just a single click. Before proceeding, ensure that the Auto Translation feature is enabled in the system. Click [HERE] to learn how to ...
    • 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 ...
    • Reusing Content and Design in the Document Templates

      WHAT ARE REUSABLES? Reusable elements are components within a document that can include text, images, and various design elements, designed for repeated use. Once a particular design section is created, it can be saved for future use in different ...