Sharing a template with your team

This example is for sharing a Letter Template. Email templates are shared using the same steps.

In the account that has the template you want to share, go to SETTINGS > LETTER TEMPLATES.

In the account that has the template you want to share, go to SETTINGS > LETTER TEMPLATES.

Click the Share box next to the template you want to share with the other members of your team.

Click the Share box next to the template you want to share with the other members of your team.

The templates are now shared and are available in the Samples section of your teams' Letter Templates.

To access the shared templates, from the account that wants to use the template, go to SETTINGS > LETTER TEMPLATES, then Samples.

To access the shared templates, from the account that wants to use the template, go to SETTINGS > LETTER TEMPLATES, then Samples.

In the Samples drop down, scroll to Shared Team Templates and select the template to add to this users template library.

In the Samples drop down, scroll to Shared Team Templates and select the template to add to this users template library.

The initials of the user that Shared the Template will be next to the Template name. In this case MB.

The template is now editable in the team member's account. Modifications will not change the original.

The template is now editable in the team member's account.  Modifications will not change the original.