How to Share Documents and Contracts Templates

Modified on: Wed, 12 Jun, 2024 at 8:54 AM



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
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  • Click on share within the hamburger menu for the template that you want
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  • Select the Sub-account you want to share it to
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Why This Feature?
  • This will help agency owners to minimize the effort needed to recreate certain reusable templates

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