Introduction

You can search for templates using the search feature available in the TEMPLATES listing screen.

Search for templates

Follow these steps to search for templates:

  1. To select your client, click the Client/Partner dropdown from the top-left corner of the dashboards screen. Either type your client’s name in the search box or select your client from the list.

  2. Click Setup > Account. The Account Details screen is displayed.

  3. Click on the Monitoring tile.

  4. Select TEMPLATES card. The TEMPLATES listing screen is displayed.

  5. Click the search icon and type the name of the template in the search box.


The search result is displayed.