How to use a shared template?
A user can share a template with any team. These shared templates can be used by all the team members to whom it was shared. This can be a useful way to ensure that everyone on the team uses a consistent format. By sharing templates, team members can save time and effort by starting with a pre-formatted document rather than creating everything from scratch each time.
Follow the steps below to use a shared template:
- Open the
Templatesmenu and select theShared Templatesoption to access the shared template page, which contains all of the shared templates. - While hovering on a shared template, click the
Usebutton or the Use Template option from the template’s menu and start using the template like regular templates.
- The new page opens with the uploaded documents and other predefined details of the shared template.
- You can make changes to the template. You can also add form fields to the documents, if required, based on allowed permissions, before sending the document for signing.
While creating a template, the user can ensure that only certain actions are allowed regardless of user access defined by the user who shares the template. This includes permissions such as Edit this recipient, Delete this recipient, Allow the sender to add more recipients, and Allow the sender to edit the document message before sending.
To know more, read Create a template and Share template articles.
