How to Share Document and Contract Templates Between Sub-Accounts
Sharing Document and Contract Templates
As an agency using the CRM, you can share document and contract templates across different sub-accounts. When you share a template, any media library components used within that document are also shared with the selected sub-accounts.
Steps to Share a Template
- Navigate to the Templates section within the Documents and Contracts area of your CRM.
- Locate the template you wish to share and click the hamburger menu icon next to it.
- Select the Share option from the menu.
- Choose the sub-account(s) you want to share the template with.
- Confirm your selection to complete the sharing process.
Benefits of Sharing Templates
This feature allows agency owners to streamline their workflow by reusing templates across multiple sub-accounts. It eliminates the need to recreate commonly used documents, saving time and ensuring consistency in your client communications and contracts.