How to share a template to other teams?

• 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.

Sharing a Template to other teams:

• Click the template menu and select Shareoption.

• Share Template dialog box option opens up.
• Select the team from the teams dropdown and click Add button.

• Select an access for the team and click Share button.

• Now the template is successfully shared with other team.
• 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 edit access:

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

• The user can edit the details about the template such as the name, description, and also replace the document uploaded.

• The user can also edit the roles for the recipients and recipient name, email.

• The user can also make changes CC, Document Title, Message and the form fields of the document.

• After completing the changes, click Save Template button. And all these changes are reflected to everyone who uses the template.