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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.

Can Edit Access

Sharing a Template to other teams:

  • Click the template menu and select Shareoption.

Share Option Pointed

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

Share Template Dialogbox

Teams Dropdown

Team Added

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

Template Access Dropdown

  • 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 Use Template

Use Template Option

Can edit access:

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

Can Edit Access

Shared Template Edit Option

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

Editable Template

Edited Template Details

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

Editable Role Name

Edited Template Roles

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

Editable Template Bottom Section

Template Document Edited

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

Save Template Dialogbox

Template Saved

Template Details Updated

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