How do I quickly find a template?

This article will highlight the filters in the templates tab and how you can locate a template quickly.

Start off by clicking the "Forms" dropdown in the left side menu and then click "Templates".

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Through the template overview you can filter through your existing templates by using the boxes at the top of the page.

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Template Filter: This will allow you to search by name. Simply start typing in the name and the list will filter instantly. IE: Tool Box Talk.

Filter by Template Type: This will allow you to search by Template Type I.E: Project Note, Active or Inactive.

Filter by Group: This will allow you to search a template based on the group it is attached to.