Manage templates

The Template screen includes a list of your templates and any of the public templates shared within your organization. From the list, you can sort, search, and filter your templates from the list for easier review and management. You can also create, edit, delete, and share templates from the screen.

See also: You can create a new template or create a template from an existing request for proposal event. For more information, see Create a full template.

Access templates list

1

From the menu, select Administration.

2

Select the Templates tab.

Templates - column descriptions

Column	Description
Title	Displays the template title.
Shared with	Displays if the template has been shared with the entire company or specific buyer teams.
Creator	Displays the user that created the template.
Updated	Displays the date and time when the template was last updated.
Types	Displays if it is a Full or Section template. A Full template provides information for a new event. A Section template provides information for a new section of a event.
actions	A list of available actions for the template.

Find templates

You can quickly find your templates through the sort, search, and filter options.

View list by type

At the top of the screen, use the Show field to filter the list by who created the template. Available options include All, My Templates (templates you created), Team Templates (all templates shared with your assigned teams) and Company Templates (all templates shared within your organization) and Fairmarkit Templates (standard templates provided by Fairmarkit).

Sort templates

The top of the list includes a header for each column. Click a header to sort the list by the column. Once selected, an arrow displays next to the header. Click the header again to switch the sort between ascending and descending order.

Search templates

You can search based on the Title in the Search bar. Click the Cancel button in the search bar to view the complete list again.

Edit a template

After you have created a template, you may need to edit or add content.

Note: You can only edit a template if you created the template or you are the Admin for your organization.

• For a template line, click actions and then select Edit. The template displays in edit mode.

Delete a template

When no longer needed, you can delete a template. However, once deleted, you cannot undo the action.

Note: You can only delete a template if you created the template or you are the Admin for your organization.

1

For the template line, click actions and then select Delete. A confirmation message displays.

2

Click Confirm. The template is deleted.