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.
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.