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How to filter templates shared with teams in BoldSign mobile app?

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You can filter templates by team to quickly find templates shared with a specific team.

Filter templates by Team

  • Open the Templates section.
  • Select All Templates.

All templates

  • Tap the Filter icon next to the search field.

Filter icon

  • Tap Shared With Team(s).
  • Select the required team.
  • Tap Apply Filter.

Apply filter

  • Templates shared with the selected team are displayed.

displayed selected team

To quickly access the filtered templates later, tap the Pin icon at the top of the page to pin the filtered results to the dashboard.

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