Template Search
The document template procedure allows you to create basic models for the body of the newsletters that you intend to send.
The document search form allows for the search of all documents in order to view, modify, and possibly delete them or proceed to the insertion of a new document; the window consists of a filter area and a result grid.
Once all desired filters are set, simply click the Search button present on the Ribbon bar to display the results within the result grid.
To open the details of a document, simply select it and double-click with the mouse, or click the Modify button (which allows entering the details and modifying them) or the View button (which allows entering the details and viewing them but without the ability to modify them).
See also:
Custom features, buttons, and common fields
Adding new fields in search forms
The filter area is dedicated to hosting the list of possible data types that can be used to make a selection. The filters are typically in 'AND' condition, and it is possible to specify multiple filtering criteria simultaneously. In particular, it is possible to filter by Name of the template and Object name on which the Template is based.