Can I share a template with someone else in my office/company?

To share a template with another user (the template will appear in their My Templates tab after it has been shared):

  1. Click Templates from the Manage box on the home page, or click Admin in the upper right of your account and go to the Templates tab.
  2. Click the down arrow icon next to the template's name, and select Sharing.
  3. If you are not currently sharing the template, click the "Share the Template" text link.
  4. Depending upon your company's settings, you can choose to share with all individual users at your company, with all users at specific location(s) or region(s) in your company, or with all users at your company.
  5. Select the user(s) or location(s)/region(s), and click the Add Share or Share with All button.
  6. The template will display in the My Templates tab for those user(s).

To unshare a template:

  1. Click Templates from the Manage box on the home page, or click Admin in the upper right of your account and go to the Templates tab.
  2. Click the down arrow icon next to the template's name, and select Sharing.
  3. Click the "Delete" text link next to the share you wish to stop.
May not be available in all accounts. Contact us for additional information.