You can find and list existing document formats by performing a search via the Portal > Portal Maintenance > Document Formats Document Format Maintenance screen. When a document format is returned in a search, you can open that format in the Document Format screen to view the format or to edit that format if necessary.
You can also do the following from the Portal > Portal Maintenance > Document Formats Document Format Maintenance screen: create new document formats from scratch
create new document formats by copying an existing format
delete existing document formats that are unused preview existing document formats.

How to Search for an Existing Document Format

To search for an existing document format, follow the procedure below.

How to Search for an Existing Document Format
1.	Go to Portal > Portal Maintenance > Document Formats > Document Format Maintenance. The Document Format Maintenance screen opens.
2.	In the Country field, select the country to which the existing document format belongs. Alternatively, select Any Country to find document formats regardless of the country to which they belong.
3.	In the Name field, key in the name of the format to be found. You can use leading and trailing wildcards (%) for partial matching on the name. For example, %invoice will find document format names such as Timesheet Invoice and Non-timesheet Invoice while invoice% will find format names such as Invoice Format – Timesheet and Invoice Format – Non-timesheet. Alternatively, skip this step if you do not know the name of the format or if you want to find document formats regardless of their names.
4.	In the Status field, select Pending if you want to find only those document formats that are currently pending release or select Releas ed if you want to find only those document formats that have been released for use. Alternatively, leave the default option of Any selected if you want to find document formats regardless of their current status.
5.	In the Type field, select the type of document to which the document format you want to find applies. Alternatively, leave the default option of Any selected if you want to find document formats regardless of the type of document to which they apply.
6.	If you are searching for document formats that apply to invoices, credit notes or supplementary documents (v11.34 and v11.37 onward only), in the Format Type field, select the type of invoice or credit note to which the document format applies. Alternatively, leave the default option of Any selected if you want to list document formats regardless of the invoice or credit note type to which they apply. Skip this step if you did not select Invoice or Credit Note at step 5.
7.	Click Search Document Formats . Existing document formats that match your search criteria are listed on the Document Format Maintenance screen.

You can open any of the existing document formats that have been returned in a search to view or edit the layout of the document format by double-clicking the relevant document format within the list of formats returned by the search.

Searching for Existing Document Formats

How to Search for an Existing Document Format