To view all available templates in your account, select Document templates from the side menu.

You can perform the following actions on each template:

  • Edit – click Edit to open a detailed view of a template or start field mapping.

To get access to more options, click More. Then, you can select:

  • Rename – to change the name of a template.
  • Duplicate to copy a template with the existing mapping and configuration. 
  • Download – to download a source PDF file based on which a template was created. You can use it to create another template in a current or different account.
  • Delete – to delete a template.

The Generated files column shows how many documents were generated from a given template since it was created.

Additionally, you can modify the templates view to display only the data you want to see. 

  • To show or hide the columns on the list, select Columns on the right and select or clear checkboxes for columns. You can also group the templates by columns by dragging and dropping the columns into the Row Groups section. 
  • To filter the data to match specific criteria, select Filters on the right and apply the preferred filters. 
  • To sort the list by many columns, click the first column name, then press the Shift button and click the name of any other column you want to sort the list by.  

To reset the display settings of the templates view, click any column and select Reset Columns.