In order to perform a search in the SHARING TEMPLATE section of the Dashboard, one of the following search parameters can be used:
- BY COMPANY – the search result is filtered according to the company to which the profile type you want to search belongs to.
- BY TEMPLATE NAME – the search result is filtered according to the NAME (or part of it) of the template written in the search field.
- BY TEMPLATE TYPE – the search result is filtered according to the desired type of template: FILE TEMPLATE or EMAIL TEMPLATE.
- Press SEARCH to launch the search using the applied filters.
- The results matching the specified conditions found by the system will appear as a list in the main area of the page.
- Click on RESET to return to the general view.