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- Name
- Template For – This is the type of record for which you can generate a document based on the template.
- Download – Select this to download a copy of the template.
Filtering the List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the 
icon to run the search and apply your filters.
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Selecting More shows the option to filter by Template For. Selecting this will add it to the filters above the list, where it will work like the ones described above.
Exporting the List
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
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