Note & Email Template Filtering

The look and functionality of searching for note and email templates have been enhanced throughout ATS. Previously, a user was limited to searching only the first 200 recently updated templates. Now, when a user goes to select a note or email template, users can search for the following without that 200 template limitation:

  • My Templates: Private or Public templates that user created
  • Department Templates: Private templates owned by the user, and Public templates available to users in their department
  • All templates: Private templates owned by the user, and Public department templates owned by other users in their ATS


Once a user begins typing to search for their templates, the user can scroll through their results expanding well beyond the previous 200 template view limitation.