# Template List Page Overview

### What is a template list page

The template list page is the library of templates created by mailboxes.

The **My Templates** category of the current mailbox opens by default. The page displays all existing templates, as well as folders (if any exist within this category).

<figure><img src="/files/MbFXqg06zKj6fpWNjJan" alt=""><figcaption></figcaption></figure>

{% columns %}
{% column %}
In addition, there are five other categories accessible via the menu on the left side of the page.

Each category allows you to create folders and subfolders, which are displayed in an expandable tree structure.
{% endcolumn %}

{% column %}

<figure><img src="/files/8Atfbz9ZlL0OqeTUIyMm" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

1. Open **Favorites** to view templates marked as favorites using the star icon or the action menu.
2. Open **Account templates** to view templates with the **Account** access level.
3. Open **Official templates** to view templates with the **Official** access level.
4. Open **Shared with you** to view templates explicitly shared with the current mailbox.
5. Use **Community templates** to find templates with **Public** access via search.

{% hint style="info" %}
Rename, delete, or move folders to any existing folder, or to a newly created folder.
{% endhint %}

### How template looks like

A template is the rectangle tile on the template list page, with the template name, access level, and creation date below the tile.

Each template has a preview for better user experience when searching or choosing a template to use. Use the star <img src="/files/9MDWNeTYyzrvqccMJR7r" alt="" data-size="line"> icon to add or remove a template from the **Favorites** category.

There are three types of template preview available:

{% columns %}
{% column %}

1. **Default image of the template**

If a template contains only external documents, the system can’t use them as a preview, so in this case the preview of the template will be the default template icon.
{% endcolumn %}

{% column %}

<figure><img src="/files/cjZp4RJBRalZtoEc8RSu" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% columns %}
{% column %}
2\. **First page of the document**

A template that contains at least one structured document or a PDF file will display a preview.<br>

The system uses the first page of the first structured document or the attached PDF in the template as the preview.
{% endcolumn %}

{% column %}

<figure><img src="/files/6PgUq5jbJpvlS9vfENZo" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% columns %}
{% column %}
3\. **Custom image of the template**.

Upload a custom image for the template preview.

See [Template Cover](/user/template-builder/template/how-to-manage-template-settings.md#template-cover) to learn more.
{% endcolumn %}

{% column %}

<figure><img src="/files/Hzkukj2SiXhjOFUYK74o" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% columns %}
{% column %}
Each template has its own menu that allows the following actions:

* Edit the template
* Copy the template UUID
* Add to favorites / Remove from favorites
* Clone the template
* Move the template to another category/folder
* Rename the template
* Delete the template
* Get a direct link to the template (under specific template settings)
  {% endcolumn %}

{% column %}

<figure><img src="/files/RUGOCe5i0xG9jScx0HHz" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### How to find a template

Search templates by **name** or **UUID**. If you’re looking for a specific template you created in your mailbox, use the search within the **My templates** category.

<figure><img src="/files/U7G8enDWwKXHw4FJLm36" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Apply this approach to all other categories as well.
{% endhint %}

Navigate to the **Community templates** category to find templates with the **Public** access level.

<figure><img src="/files/jMjUjuF5Gbt0V3ujM3O7" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Depending on the template’s access settings, it may be found by name, by UUID, or only by UUID. You can read more about template access settings [here](https://docs.docstudio.com/en/master/pages/howToWorkWithPlatform/mainApplication/templateList/templateAccess/templateAccess.html#templateaccesslevel).
{% endhint %}

### Templates view options

Use one of these view options on the Templates page:

1. **Grid view** (default on desktop and tablet devices).
2. **List view** (default on mobile devices).

To switch between views, click the **Grid** <img src="/files/mU92ujqfjZqQmcDQ7PPT" alt="" data-size="line"> or **List** <img src="/files/4raVivy94btstt1i8xYf" alt="" data-size="line"> toggle button. Once you change the view mode, your preference overrides the default setting and applies across all devices.

{% hint style="info" %}
The icon changes automatically depending on the current view.
{% endhint %}

Both views provide identical functionality and allows you to manage folders and templates.

#### Main elements of the Grid view

<figure><img src="/files/jFxFLRs5DVNgtjcVGFPG" alt=""><figcaption></figcaption></figure>

**Folders block** — Represents a folder item in the **Templates page**. Folders are displayed first in the list.

1. **Folder icon** — Indicates that the item is a folder.
2. **Folder name** — The name of the folder.
3. **Folder properties** — Provides actions available for the folder.

**Template block** — Represents an individual template item.

4. **Template properties** — Contains available actions.
5. **Template preview** — Opens the **Envelope Creation page**.
6. **Add to favorites icon** — Toggles whether the template is added to or removed from **Favorites**.
7. **Template name** — Displays the name of the template.
8. **Template creation date** — Shows the date when the template was created.
9. **Template access level icon** — Indicates the access level of the template.

#### How to move template in folder

1. Click the **Template menu** ![](/files/Xh4hxCyHVzeWazfEL8Dz) icon.
2. Select option **Move**.
3. In the opened modal select folder and click the <img src="/files/l8Ws7cWz3uiKS70esL1N" alt="" data-size="line"> button.

{% columns %}
{% column %}

<figure><img src="/files/GciqmTB2dXbeuV5e97Jw" alt=""><figcaption></figcaption></figure>
{% endcolumn %}

{% column %}

<figure><img src="/files/y4KEoNyYpwbuR7ngXaN6" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

{% hint style="info" %}
Once you move a template into a folder, it will no longer appear on the main templates screen. Instead, it will only be available within the folder you moved it to.
{% endhint %}

#### Main elements of the List view

<figure><img src="/files/GH3f10UvVqKbdF2enAse" alt=""><figcaption></figcaption></figure>

**Folders block** — Represents a folder item in the **Templates list**. Folders are displayed first.

1. **Folder icon** — Indicates that the item is a folder.
2. **Folder name** — The name of the folder.
3. **Folder description** — Shows the folder’s description, if provided.
4. **Folder creation date** — Shows the date when the folder was created.
5. **Folder access level** — Indicates the access level of the folder.
6. **Folder properties** — Provides actions available for the folder.

**Template block** — Represents a template item in the **Templates list**.

1. **Template icon —** Indicates that the item is a template.
2. **Template name —** Displays the name of the template.
3. **Template description —** Shows the template’s description, if provided.
4. **Template creation date —** Shows the date when the template was created.
5. **Template access level icon —** Indicates the access level of the template.
6. **Template edit icon** — Opens the **Template Edit** form.
7. **Add to favorites icon** — Adds or removes the template from **Favorites**.
8. **Template properties —** Contains available actions.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.docstudio.com/user/template-builder/template/template-list-page-overview-1.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.