Documents and Contracts have certain criteria to meet to be completely functional and legal, but why complicate things for yourself and your agency users by creating them from scratch when you can simply have a template ready to go and share it across different sub-accounts? In this tutorial, we will show you how to do it.
Sharing a Template Between Sub-Accounts #
- Access the Templates under the Documents & Contracts tab of the Payments section in the sub-account containing the desired template.
- Click the three dots icon and select Share.
- This opens a drop-down menu for you to select the location you want to share it with.
- After verifying your selections, click Share.
Once you share the template, the text, format, and media library components are copied to the receiving sub-account. You are now ready to send templates between sub-accounts and lower both your and your clients’ workload.
Frequently Asked Questions #
Why share a document template instead of rebuilding it? #
Sharing a ready-made template saves you and your agency users from recreating documents from scratch, ensuring consistency and reducing workload across sub-accounts.
Where do I find the template I want to share? #
Open the Templates area under the Documents & Contracts tab in the Payments section of the sub-account that contains the template.
How do I share a template? #
Click the three dots icon on the template, select Share, choose the destination location from the drop-down, verify your selections, and click Share.
What gets copied when I share a template? #
The text, format, and media library components of the template are copied to the receiving sub-account.
Can I share a template with more than one location? #
Yes. The Share drop-down lets you select the location or locations you want to share the template with before confirming.
Does sharing a template affect the original? #
No. Sharing copies the template’s components to the receiving sub-account, leaving the original template in place in the source sub-account.
