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29
Share templates with users on account
- Live
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C |
Citadel Mortgages |
for companies with teams of users its important that we can upload a template then share this with a user so they can have it on there account
Activity Newest / Oldest
René Romero
Status changed to: Live
David Gillespie
Hi Rene, is there an update on this feature, this is really need so that the team can share templates for signing
Manoj Pant
Please make template accessible by other added user in the account. Right now I can see it from other added user, but can't use it from another account in the team. It is annoying to create same template again by another user.
René Romero
Merged with: Templates accessable by other users in the company
René Romero
Status changed to: In progress
Archana
The template that is created by an user cannot be viewed or edited even by owner of the account, This is a big issue. When you have teams creating templates owner of the account should have complete control of their template, editing, deleting and 100 % access as if the template was created by the owner. Also please allow Users to share the template between each other that can be edited or cloned to be edited in their account.
Dolores Castillo Martín
I absolutely agree "HIGHLY" important, it is annoying to configure each file in each account. If you upload a template it should be possible to share it with all team members or select the ones you want to share the template with.
Derek Lesser
I have created all kinds of templates that are perfected but others need access to them. You should be able to export the template and the other user import the template.
Zurkox Media
Same request than other titled as "be able to use templates".
René Romero
Status changed to: Planned