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This article applies to:

  • Product: CoCounsel
  • Subject: Templates
  • Audiences: Tax professionals

Template library

Use the Template library to search, filter, and open templates that quickly create document workspaces or conversations.

Access the template library

To open the Template library, select
Templates
 in the sidebar.

Filter templates

The
Filter Templates
 panel lets you narrow results by tag or access scope. To reset all filters and the search field at once, select
Clear all
.
The panel contains 2 collapsible filter sections:
  • Template tags
    • Select 1 or more checkboxes to narrow the results to templates that transfer any of the selected tags. Tags are listed alphabetically.
    • Only the 1st 5 tags appear by default — select
      Show more (N more)
       to reveal the rest, and
      Show less
       to collapse them again. You can also type in the
      Search
       field within this section to find a specific tag.
  • Access
    Filter templates by access scope. You can select 1 or more of the following options:
    • My templates
    • Company templates
    • CoCounsel templates

Search and view options

A toolbar across the main pane provides options for filtering by type, searching, and switching the display layout.
  • Type tabs
    Select a tab to filter results by template type. Available tabs are
    All
     (default),
    Conversation
    , and
    Workspace
    . Selecting
    Conversation
     or
    Workspace
     limits results to that type only.
  • Search
    Enter text in the search field to match text against template titles and descriptions. The search is case-insensitive and results update as you enter it.
  • View mode
    Switch between
    Grid view
     and
    Table view
    . Grid view is the default and displays templates as multi-column cards. Table view displays templates as rows in a table. Your last selected view mode is remembered across visits. The type tab, search field, and filters reset to their defaults each time you return to the page.

Results

Selecting the
All
 tab with no active filters or search terms displays “Found N templates” in the results area. When you apply a filter or search term, a row of active filter chips replaces that count — 1 chip per active tag, search term, or access option. Select the
x
 on any chip to remove that filter individually. To reset all filters and the search field at once, select
Clear all
.
Each template in the results area supports the following actions:
  • View
    Opens a
    Viewing — [template name]
     window that displays the template's
    Title
    ,
    Description
    ,
    Tags
    , and
    Prompt
     as read-only fields. From this window you can:
    • Select
      Use template
       to run the template.
    • Select
      Duplicate
       to create a copy of the template. This option is available to all users.
    • Select
      Cancel
       to close the window without taking action.
    Users with edit permission on the template can also access
    Edit
     and
    Unpublish
     from this window. Selecting
    Edit
     switches the window into edit mode, making all fields editable. Users without edit permission have a lock icon instead.
  • Use template
    Runs the template directly.

Grid view

In Grid view, each template appears as a card displaying the following information:
  • Full template title
  • Description
  • Tags — up to 3 tags are shown. If the template has more, select
    +N more
     to expand all tags inline, and
    Show less
     to collapse them again
  • Template type icon and the time the template was created (for example, “Created 2 hours ago”)
Each card includes a
View
 button and a
Use template
 button. Placeholder cards appear while templates are retrieved.

Table view

In Table view, templates appear as rows with the following columns:
Column
Details
Title
The template name. Long titles are truncated.
Description/Preview
A preview of the template description. This column is hidden on narrower screens.
Tags
All tags associated with the template are displayed as stacked badges. Long tag names are truncated within their badge.
Type
Displays an icon indicating the template type: a chat bubble icon for Conversation templates, or a stacked layers icon for Workspace templates.
Questions
Displays a count for Workspace templates. Displays an em-dash (—) for Conversation templates. This column is hidden on narrower screens.
Actions
A
View
 button and a
Use
 button.

No results

If your current filters and search return no templates, the results area displays the message “No templates match your filters”. Select
Clear all filters
 to reset all filters and the search field and return to the full list of templates.