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Templates lists your reusable workflows. See Building a workflow for what a template is and how to create one.
The templates list showing template names, status and access

The templates list, with each template's status and access.

Create Template opens the template builder (hidden while viewing Archived). The options menu beside it switches between Grid and List.

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Toolbar

A search box, placeholder Search templates…. The sidebar’s Templates panel lists All Templates, Drafts (?status=DRAFT), Launch drafts and Archived (?status=ARCHIVED).
  • All Templates shows published templates, the ones that can be sent.
  • Drafts are templates that haven’t been published yet. A template stays a draft until you publish it from the template builder.
  • Launch drafts are unsent sends from a template.

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List

Each template card or row shows its name, description, and how many documents, recipients and workflow steps it has. Drafts and archived templates appear dimmed. The actions depend on your role’s template access and on how the template was shared with you. You only see the actions you are allowed to take:
  • Edit opens the template in the builder.
  • Use opens Send from template for a single or bulk send. It only appears on published templates, and not on templates shared with you for viewing only.
  • Duplicate makes a copy, which is saved as a draft under Drafts.
  • Delete asks you to confirm. Deleting a template does not affect packages already sent from it.
Saving changes to a template that has launch drafts asks you to confirm (Update this template?), and lists the drafts that will be updated to match.

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Empty state

With no templates for the current view, the page shows No templates yet (or No drafts templates / No archived templates) with Create Template (unless viewing Archived). A search with no matches shows No templates match ”…” with Clear search.