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 Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article