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List View In Design Document Template
The Design Document Template lists all the templates created in the designer. It includes templates created in Design Document Template as well as Document Template Designer (Omnistudio). You can directly open any version of the document template and perform supported actions such as Clone, Create New Version, Deactivate, and Delete.
The details on the template designer include:
| Field | Description |
|---|---|
| Template Name | Name of the document template. |
| Template Type | The valid template types are Microsoft Word, Microsoft 365 Word, and Microsoft PowerPoint. |
| Usage Type | The usage type for the document template is derived based on the contract type configuration. By default, you see only the Contract Lifecycle Management usage type. You can configure additional usage types. |
| Status | The valid status of the document template version is restricted to active, draft, or archived. The valid status of the document template is active or inactive. The status of the document template is set to active when any one version of the document template is active. |
| Clone Only | Indicates whether the document template was exported using the industry-specific templates datapack (Yes) or a user manually created or cloned an exported document template (blank). To modify Clone Only templates, you must first clone the template to create a copy of the document template. You can’t delete or edit a Clone Only template. |
| Last Modified | Date and time of the last template modification. |
Click a template name in the Design Document Template tab to view the three latest
versions, with the active version at the top. To view all document template versions in
descending order, click 
for a template and click Show All Versions. You can also
view template details such as the name, status, and last modified date. Within the Design
Document Template view, you can filter templates by Template Type, Usage Type, or Clone Only
to find the desired templates.
