Viewing Document Templates
Use the Document Templates > Templates page to access existing templates.
The Document Templates > Templates page includes the following information for each document template:
- Name of the document template
- Description of the document template (Click the icon near the document template name to view descriptions)
- Date the document template was created and last modified
- Status (active or inactive) of the document template
To view document templates:
- In the administration navigation pane, click Document Templates > Templates.
- (Optional) In the search area field, enter search filter criteria and click Search.
- Select the document template to view and click the Edit icon for that row.
- Click Preview. When you are finished viewing the document template, click Close.