Is there an easy way to find out what template was used to create a document, other than opening up the document and simply looking at it? (Obviously, that's not entirely reliable either if two or more templates are very similar.)
Preferably, I'm looking for a list or a report that shows me the name of the document & the name of the template that was used. However, a manual option will suffice also, as this is only something that we need to monitor temporarily.
Use Case: We recently switched from using static templates via PandaDoc.com to dynamic templates created from Salesforce opportunities. We've left the old static templates available for a while until we're sure that everyone is comfortable with the new Salesforce methods. However, we want to be able to figure out who is still using the old templates as a way to identify who may need additional training. Currently the only way I can see this is to open up every single document created & look at it. I'm hoping there's an easier & faster way due to how many documents are being created.
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