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Organisation of Templates

Sort & Filter Templates

You can sort and filter your templates in the dashboard.

In the dashboard, under TEMPLATES, click on the text next to SORT to view the templates in different orders: LAST USED, OFTEN USED, A-Z.

Click on the text next to FILTER to choose between SHOW ALL, FAVORITES, SHOW DELETED, ONLY OWN. 

Info

LAWLIFT remembers your filter settings for the next time you log in.

 

Select a favourite by clicking on the star next to the respective template. 

Use the search box to search for templates that contain specific terms.

Categories for Templates

To keep track of many templates, you can assign categories to your templates. To do this, click on the three grey dots next to the template to be categorized and the button MANAGE CATEGORIES will appear next to the template title. Click on it, then ADD CATEGORY, name the category and press ENTER.

You can delete a category by clicking on MANAGE CATEGORIES, moving the mouse over the category you want to delete, and then clicking on the RED X.

Set categories are listed alphabetically to the right of the templates. By clicking on one or more categories, you will be shown the templates which are tagged with these categories.

Tip

Always categorize your templates according to the same system in order to keep a perfect overview within your company.

 

Restore Deleted Templates 

You can restore templates that have been accidentally deleted. First, enter the SHOW DELETED filter.

You will now see all the deleted templates. Move the cursor over the template you want to restore. The RESTORE button appears. As soon as you click on this button, you can continue working on the template as usual. 

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