Share Templates & Folders

Once a user is added as Member in a Workspace, they can be granted access to view, edit or manage specific Templates or Folders.

Template & Folder sharing Permissions

By default, Owners, Admins and Managers can manage all Templates and Folders. A Member can be granted Manage access for a specific Folder or a Template.

A user who has Manage access to a Template/Folder can share it with a Member by assigning one of the following permissions:

• Read Only Permission

• Edit Permission

• Manage Permission

Read Only Permission

Members with this permission can:

• View the contents of the folder or template

• Generate documents from the template

Edit Permission

Members with this permission can perform every action on a Template/Folder that a Manager, Admin, or Owner can, which includes:

• Edit a Template/Folder name

• Update Template preferences

• Upload a new version of the template

• Manage deliveries (create, update, delete)

• Generate test documents from template

• Create or Delete Data Capture and API Integration link

• Perform bulk merges

Manage Permission

In addition to Read Only and Edit permissions, members with this permission can also share the template or folder with other users.

Sharing a template with member:

1. Click on the Share Button in templates list view against desired Template.

2. Search for users who should be given access to that Template.

3. Choose desired permission and click on Share button.

Sharing a folder with member:

1. Click on the ⋯ ellipsis button on the folder and select share to open Folder Sharing Settings.

2. Search for users who should be given access to that folder.

3. Choose desired permission and click on Share button.

Update sharing permissions

Only users with Manage access to a Template or Folder can update its sharing settings. These users can modify permissions, such as changing from Read to Write or Manage.

To change a members permission:

1. Open Template/Folder's sharing settings.

2. Find the User whose access needs to be updated under "Shared Access".

3. Select a new value from the dropdown to update the permission automatically. No need to click save.

To revoke access to Template/Folder for a Member:

1. Open Template/Folder sharing settings.

2. Find the User whose access needs to be removed under "Shared Access". Users under "Inherited access" cannot be removed.

3. Click on the Delete button from the dropdown to remove access.