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 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.

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 the option to edit and share the template.

• 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.