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How to share a template to other teams?

Fri, 1 Oct, 2021

A template can be shared by a user to any team. A shared template can only be shared to other teams if the template is shared with Can edit access.

edit access

Sharing a Template to other teams:

  • Click the Shared Templates option from the Templates menu and select a template from the list.
  • Click the Share option from the context drop-down menu.
  • Select the team from the teams drop-down and click the Add button.
  • Select access for the team and click the Share button.
  • Now, the template is successfully shared with another team.

sharing template

There are two different access to select from:

“Can use” access:

  • If this access is allowed, the shared user can only use the template.

can use

can use option

“Can edit” access:

  • If this access is allowed, the user has the option to edit and share the template.

can edit

edit dropdown

  • The user can edit the details about the template such as the name and description, and replace the document uploaded.
  • The user can also edit the roles for the recipients, recipient names, and email.
  • The user can also make changes to CC, Document Title, Message, and the form fields of the document.
  • After completing the changes, click the Save template button. And everyone who uses the template will see all of these changes.
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