Template List Page Overview
This document contains an overview of the Templates page, including categories, previews, search, and view options.
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).
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.
Open Favorites to view templates marked as favorites using the star icon or the action menu.
Open Account templates to view templates with the Account access level.
Open Official templates to view templates with the Official access level.
Open Shared with you to view templates explicitly shared with the current mailbox.
Use Community templates to find templates with Public access via search.
Rename, delete, or move folders to any existing folder, or to a newly created folder.
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 
icon to add or remove a template from the Favorites category.
There are three types of template preview available:
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.
First page of the document
A template that contains at least one structured document or a PDF file will display a preview.
The system uses the first page of the first structured document or the attached PDF in the template as the preview.
Custom image of the template.
Upload a custom image for the template preview.
See Template Cover to learn more.
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)
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.
Apply this approach to all other categories as well.
Navigate to the Community templates category to find templates with the Public access level.
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.
Templates view options
Use one of these view options on the Templates page:
Grid view (default on desktop and tablet devices).
List view (default on mobile devices).
To switch between views, click the Grid 
or List 
toggle button. Once you change the view mode, your preference overrides the default setting and applies across all devices.
Note that the icon changes automatically depending on the current view.
Both views provide identical functionality and allows you to manage folders and templates.
Main elements of the Grid view
Folders block — Represents a folder item in the Templates page. Folders are displayed first in the list.
Folder icon — Indicates that the item is a folder.
Folder name — The name of the folder.
Folder properties — Provides actions available for the folder.
Template block — Represents an individual template item.
Template properties — Contains available actions.
Template preview — Opens the Envelope Creation page.
Add to favorites icon — Toggles whether the template is added to or removed from Favorites.
Template name — Displays the name of the template.
Template creation date — Shows the date when the template was created.
Template access level icon — Indicates the access level of the template.
Main elements of the List view
Folders block — Represents a folder item in the Templates list. Folders are displayed first.
Folder icon — Indicates that the item is a folder.
Folder name — The name of the folder.
Folder description — Shows the folder’s description, if provided.
Folder creation date — Shows the date when the folder was created.
Folder access level — Indicates the access level of the folder.
Folder properties — Provides actions available for the folder.
Template block — Represents a template item in the Templates list.
Template icon — Indicates that the item is a template.
Template name — Displays the name of the template.
Template description — Shows the template’s description, if provided.
Template creation date — Shows the date when the template was created.
Template access level icon — Indicates the access level of the template.
Template edit icon — Opens the Template Edit form.
Add to favorites icon — Adds or removes the template from Favorites.
Template properties — Contains available actions.
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