How to Share Documents and Contracts Templates

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.

• Go to Templates Section of Documents and Contracts

• Click on share within the hamburger menu for the template that you want

• Select the Sub-account you want to share it to

• This will help agency owners to minimize the effort needed to recreate certain reusable templates