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Documents & Contracts

How to Share Documents and Contracts Templates

Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the…

1 min read75 words3 explained imagesUpdated Wed, 12 Jun, 2024 at 8:54 AM
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Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the other sub-accounts.

How to Use?
  • Go to Templates Section of Documents and Contracts
Screenshot 2024-04-12 at 09 What this shows Go to Templates Section of Documents and Contracts What this shows Illustrates "How to Share Documents and Contracts Templates". This screenshot appears in "How to Share Documents and Contracts Templates". The text alongside this image reads: Go to Templates Section of Documents and Contracts. Immediately after, the guide continues: Click on share within the hamburger menu for the template that you want. Image 1 of 3 Where to goGo to Templates Section of Documents and Contracts Next stepClick on share within the hamburger menu for the template that you want
  • Click on share within the hamburger menu for the template that you want
Screenshot 2024-04-12 at 09 What this shows Click on share within the hamburger menu for the template that you want What this shows Illustrates "How to Share Documents and Contracts Templates". This screenshot appears in "How to Share Documents and Contracts Templates". The text alongside this image reads: Click on share within the hamburger menu for the template that you want. Immediately after, the guide continues: Select the Sub-account you want to share it to. Image 2 of 3 What to clickClick on share within the hamburger menu for the template that you want Next stepSelect the Sub-account you want to share it to
  • Select the Sub-account you want to share it to
Screenshot 2024-04-12 at 09 What this shows Select the Sub-account you want to share it to What this shows Illustrates "How to Share Documents and Contracts Templates". This screenshot appears in "How to Share Documents and Contracts Templates". The text alongside this image reads: Select the Sub-account you want to share it to. Immediately after, the guide continues: This will help agency owners to minimize the effort needed to recreate certain reusable templates. Image 3 of 3 What to chooseSelect the Sub-account you want to share it to Next stepThis will help agency owners to minimize the effort needed to recreate certain reusable templates
Why This Feature?
  • This will help agency owners to minimize the effort needed to recreate certain reusable templates

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