Templates are only as powerful as the people who have access! In this guide we'll show you how to give access to your Team to reuse your Templates across Users. This way you and your team save time no longer recreating already created Templates.

See our other guide

  • How to Create a Template here

In this guide

  • How to Share a new Template
  • How to Share an existing Template

Share a new Template


1. Login into the FileInvite App

2. Navigate to Settings > Templates

2. Click the Create New Template button

3. Click the Shared Template checkbox so it is ticked. This allows the Template to be shared with your Team.

4. Follow the rest of the steps in our Template Creation guide here to finish off your Template.

5. Make sure you click Save Template to lock in your changes!

Share an existing Template

1. Login into the FileInvite App

2. Navigate to Settings > Templates


2. Under the Mine tab, select the article you would like to share and click the ellipsisΒ 

3. Click the Edit button


4. Check the Shared Template checkbox at the top right of the Template.


4. Make sure you click Save Template to lock in your changes!

πŸŽ‰ Enjoy that boost of productivity! No more recreating Templates! πŸŽ‰

πŸ˜“Are the steps not working? Sing out to us in the chat bubble. 😎

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