In order to perform a search in the DOCUMENT TEMPLATES section of the Dashboard, you can use one of the following search parameters:
- BY COMPANY – the search result is filtered according to the company to which the document template belongs to.
- BY NAME – the search result is filtered according to the NAME (or part of it) of the document template written in the appropriate field.
- 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 the RESET link to return to the general view.