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Search Email Template

Summary

You can quickly search for email templates using keywords from the Template Title. This feature helps you locate specific templates more efficiently, particularly when managing a large number of templates within the Hire and eSign modules.

In this article

  • Before you begin
  • Search for an Email Template
  • Frequently Asked Questions (FAQ)

Before you begin

To search for an email template, you must have access to the Templates section within the Admin dashboard. Ensure you have the appropriate permissions to view and manage email templates.

Search for an Email Template

  1. Navigate to the Templates section in the Admin dashboard.
  2. Click on the Email tab to view the list of available templates.
  3. At the top of the Email Templates page, locate the search bar.
  4. In the search bar, enter the title or a keyword related to the template you are looking for (e.g. "Offer Letter", "Welcome Email", or "Interview").
  5. As you type, Plumm will automatically filter and display any templates that match your search term.
  6. Review the search results and click on the template you wish to open or edit.
  7. If no results appear, try refining your search term or check for spelling errors.

Frequently Asked Questions (FAQ)

1. Can I search for templates by category or type?

No, the search functionality only works based on the Template Title and the keywords within it. It does not currently support filtering by category or template type.
 

2.Can I search for templates within a specific date range?

 No, the search function is limited to Template Title keywords. Filtering by date is not supported.

3.What if I cannot find the template I am looking for?

 If no results are displayed, ensure you are using the correct search term and check for any spelling mistakes. You may also try manually browsing through the list of templates.
 
  

4. Can I search for templates created by a specific user?

 Yes, you can apply the filter with the Created By to see the email templates created by a specific user.