Your workspace home is where all your snippets and templates live. Here's how to find, preview, and manage your content. 🗂️
Browse templates & snippets
All snippets (text templates) and document templates you have access to are listed on the workspace home, grouped by folder. Each group starts with its folder's name; items that aren't in any folder come last, under Uncategorized. The icon in front of each item tells you what it is — a text template, a Word, Excel or plain text template — and the Updated column shows when it was last changed.
To view the contents of a specific folder, click it in the left sidebar. The list then shows only the snippets and templates inside that folder. Click Home in the sidebar to go back to the full list.
Preview and use an item
Click any item to open it in the details pane on the right. The pane shows the item's name and description, any notes and guidelines its author added, and a toolbar with what you can do with it:
- Copy to clipboard — For snippets: fills in the fields and copies the text, or saves, prints or opens it from the split button's menu. See Using snippets.
- Create a new document — For templates: the template's files, each with its own Edit template button. Click a file to fill in its fields and create a document. See Creating documents.
- Edit template — Opens the editor. Only visible to Admins and Managers.
- Numbering — For templates: automatic document numbering and titles. See Automatic document numbering.
- Details — The item's name, description and notes.
⋯— More options: Manage access, Move to, Rename and Delete.
The bell icon in the pane's header subscribes you to an email every time a document is created from the template. Close the pane with the X, or by opening another page.
Search
Use the search box at the top of the workspace to find any snippet or template. Results update as you type, searching the names, descriptions and text of everything you have access to, across all folders.
The results page lists the matches, most relevant first, without folder groups, and highlights the matching words in names and descriptions. Click a result to open it in the details pane as on the home page. Clear the search box with its X to go back to where you were.
Managing items
Hover over any snippet or template in the list and click the ⋯ button to open its menu:
| Option | Description |
|---|---|
| Manage Access | Shows who can see and use this item. Access is set on the folder it is in. See Roles and permissions. |
| Move to | Moves the item to another folder, or to Home to take it out of its folder. |
| Rename | Renames the item. |
| Delete | Permanently deletes the item. This cannot be undone. |
The same options are in the details pane's ⋯ menu, next to Edit template, Numbering and Details. To change an item's name, description, language or notes, open Details.
Note
The ⋯ menu and the Edit template button are only available to Admins and Managers. Members can open and use items but cannot modify or delete them.
Warning
Deleting a snippet or template is permanent. There is no way to recover a deleted item, so make sure you no longer need it before proceeding.
