How do I Locate a Template in the Library? : Inform Direct Support

How do I Locate a Template in the Library? Print

Modified on: Thu, 27 Jul, 2023 at 4:15 PM

The Template Library is constantly updating and expanding but Inform Direct makes it easy to navigate.

1. Go to Documents & Reports and choose the 'Template Library' tab.

2. Here you can see a list of all available templates for you to use. As a default, the templates will be sorted in alphabetic order by name. However, see below for an explanation on how to browse through the various templates on offer.

Image: https://informdirect.uservoice.com/assets/112557395/TemplateOverview_02.png

1) By Category or Document Type

There are numerous drop down menus to choose from. Select the appropriate tags (Category, Document type) from the left hand side to bring up any relevant templates.

Image: https://informdirect.uservoice.com/assets/112560140/TemplateBrowse_01.png

Note: If there are templates that you create often, you can set them as a favourite. This places that document template into your Favourite Templates tab making it very easy to find.

2) The search bar

You can enter any any key word or term in the 'search templates' box to bring up any template names which contain this, Experiment with different terms if you do not locate the template you require in the first instance.

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How do I Locate a Template in the Library? Print

The Template Library is constantly updating and expanding but Inform Direct makes it easy to navigate.

1) By Category or Document Type

2) The search bar

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