Document Templates Home page
The Document Templates Home page is where you go to manage all the property and corporate document templates that have been defined in your organization. Because corporate values do not display on the Property page, you should manage all document templates (both corporate and property) from this Home page.
Find document templates
As a general rule, you should always verify that a document template doesn't already exist before creating a new one. This helps you avoid having duplicate templates, which can be time consuming to clean up. You can search for templates using the following methods:
Global search field
The best way to look for an existing record is to use the global search field at the top of any page. A keyword search is performed, meaning it will look for anything that contains the whole word that you enter. You can also use an asterisk (*) as a wildcard to expand your search. To look for words that begin with the text you enter, type two or more characters followed by an * and click Search or press Enter. This will find all records with words that begin with the text you enter.
For example, searching for "car*" will return the New Carrington Industries account, the Carter Reunion booking, and the Carrot Ginger Soup item.
Views
Please select your Salesforce Experience.
Classic
The Views picklist provides several standard filters that you can use to control which document templates are displayed (for example, All Document Templates or Corporate Document Templates). When you open the Home page, the picklist defaults to the view you most recently applied. If you'd like to display that view again, click the Go! button.
You can also select a different view from the picklist. Switching to a new view automatically applies that filter; you don't have to click the Go! button. If you'd like to create your own custom views, click the Create New View button and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see the Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the check box next to a record and click the Edit or Del link. You must be the record owner to perform these actions.
- Select the check next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh 
button to make sure you're looking at the most current information available.
Lightning
The Views picklist provides several standard filters that you can use to control which records are displayed (for example, All, Recently Viewed, etc.). When you open the Home page, the picklist defaults to Recently Viewed.
You can select a different view from the picklist. Switching to a new view automatically applies that filter. If you'd like to create your own custom views, click the Settings cog 
and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the dropdown next to a record and click the Edit or Delete link. You must be the record owner to perform these actions.
- Select the checkbox next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh button to make sure you're looking at the most current information available.