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How to search templates using natural language?
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BoldSign lets you find templates by typing a simple sentence, just like you talk. You don’t need to build complex filters. The AI-powered search understands your request and shows the most relevant templates.
Example: “Show templates I created last week tagged HR.”
This article covers:
- Why natural language search helps
- What you can search for (with examples)
- Sample queries you can copy
- Tips and troubleshooting
Why Use Natural Language Search?
- Go beyond filters – Filters are great for common searches, but some details or combinations may not be available as filter options. Natural language search helps you find templates even in those cases.
- Save time – Type what you need in one sentence instead of selecting many filter options.
- Search your way – Combine tags, dates, people, and more in a single query.
- Easy for everyone – No technical knowledge required. Use plain language.
What You Can Search For
Use simple phrases like “created last week” or “tagged HR.” You don’t need exact keywords—BoldSign understands common variations.
| What you can search | What it means | Example phrases |
|---|---|---|
| Last activity date | Most recent date of any action (e.g., edits). Ideal for inactive or updated templates. | “inactive since last month”, “recently updated this week” |
| Created date | Date the template was created. | “created last quarter”, “created on Jan 5” |
| Template ID | Unique template identifier. | “template ID equals dd8ab4f7-7e86-4c75-9ca5-dffaa422b4c9” |
| Document name | Name of documents within the template. | “templates that use document named ‘NDA’” |
| Template title | Template’s display name or title. | “template named rental agreement” |
| Shared team ID | ID of the team the template is shared with (if created by you). | “shared to team with ID 6e2b9f4d-3a7c-4d8e-9b1f-7c4a3d8e2f95”, “created by me and shared to others” |
| Tags | Custom categorization labels (multiple per template). | “tagged finance”, “labels include onboarding” |
| Creator name | Name of the creator. | “created by Carl”, “creator is Dave” |
| Creator email | Creator’s email. | “creator email ends with @contoso.com” |
| Creator team ID | Creator’s team identifier (shared within teams). | “from my team”, “creator team equals 6e2b9f4d-3a7c-4d8e-9b1f-7c4a3d8e2f95” |
| Creator organization ID | Creator’s organization identifier (internal vs. external). | “from our organization”, “external to our org” |
| Signer organization ID | Signer’s organization identifier. | “signers from our org”, “external signers” |
| Signer email | Signer’s email. | “signer email contains @partner.com” |
| Signer name | Signer’s name. | “signed by Mark”, “signer named Peter” |
| Signer company | Signer’s company. | “signer company is Alpha Tech” |
| Signer role | Signer’s assigned role (e.g., reviewer). | “show templates where John serves as a reviewer” |
| Signer team ID | Signer’s team identifier. | “signers from my team”, “team ID equals 2b6e4f9a-7d3c-4e8 |
Example Searches You Can Try
By Date and Activity
- “Templates created last month”
- “Templates updated this week”
- “Inactive templates since last quarter”
- “Templates created on Jan 5”
By Tags, Titles, and Documents
- “Templates tagged finance”
- “Templates with title containing NDA”
- “Templates labeled onboarding”
- “Templates that use document named ‘Service Agreement’”
By Creator and Sharing
- “Templates created by John”
- “Templates from my team”
- “Templates from external organizations”
- “Templates created by me and shared to others”
- “Shared to team with ID 6e2b9f4d-3a7c-4d8e-9b1f-7c4a3d8e2f95”
By Signers and Roles
- “Templates that include John as a signer”
- “Templates with signers from Acme Corp”
- “Templates where signer role is reviewer”
- “Templates mentioning ‘HR’ role”
- “Templates with external signers and reviewer roles”
By Exact Identifiers
- “Template ID equals dd8ab4f7-7e86-4c75-9ca5-dffaa422b4c9”
- “Creator team is ced4bac7-1794-4880-af51-de7e7fd786aa”
- “Templates created by me and shared to team with ID ced4bac7-1794-4880-af51-de7e7fd786aa”
Tips for Better Results
- Add more details for faster and more accurate results.
Example: “created last week tagged HR in progress” - Use “or” only when needed.
Example: “tagged finance or onboarding” - Exclude results using “not.”
Example: “not tagged finance”, “without attachments” - Use relative dates:
“today”, “yesterday”, “last week”, “this month”, “next quarter”
Common Use Cases
- Find templates with specific names
- Quickly retrieve templates created in a specific time frame
- Search templates by tags such as “Finance,” “Legal,” or “HR”
- Quickly access templates you created in the past
- Identify templates created for specific signers or roles
Troubleshooting
No results?
Try making the query more specific.
- “Get shared templates” → “Get templates shared with me by others”
- “List templates shared to Accounts team” → “List templates shared to team with ID ced4bac7-1794-4880-af51-de7e7fd786aa”
- “Show reviewer templates” → “Show templates with role ‘reviewer’”
Too many or unexpected results?
- Add more conditions: tag, date range, or “not …” exclusions
- Example: “in progress and signers not from internal organization”
Still need help?
Contact BoldSign Support and include the exact search you tried. We can help refine its
