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Managing & Using Templates

Managing & Using Templates

Learn how to Create, Use and Share your Templates

David Hutcheson avatar Matt Kitch avatar
5 articles in this collection
Written by David Hutcheson and Matt Kitch

Create a FileInvite template

Save time by using FileInvite templates for common file requests.
David Hutcheson avatar
Written by David Hutcheson
Updated over a week ago

Duplicate Templates for a modifiable version

How to Duplicate an existing Template, so that you can modify and use the modified version as a new Template
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Share your Templates with your Team

How to Re-use Templates across your FileInvite Team saving time on recreating common Templates.
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Create a FileInvite using a Template

This guide shows how to create an Invite using a Template to fill out the main fields of the Invite as well as Requests
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago

Merge Requests from a Template into an Invite

This guide shows how to merge a Template with an Invite to add predefined Requests.
Matt Kitch avatar
Written by Matt Kitch
Updated over a week ago