Share a Template
Sharing a template with your colleagues will ensure they always have access to the most up-to-date version of a document. In addition, templates will help your organization maintain consistency and spend less time with manual edits.
To share your template:
- Select the 'Documents' tab to the left of your homepage.
- Click on the title of the template you would like to share. If you are having difficulty finding a template, use the filter option in the top left-hand corner.
- Open the template you would like to share, and select 'Share' in the top right-hand corner.
- Type and select the check box of the user's email address you would like to have access to the template. When all wanted users have been selected, click 'Confirm & Share'
- The template will then be available to shared users in 'Documents'.