Managing & Using Templates

Learn how to Create, Use and Share your Templates

7 articles in this collection
Written by Ley Cangco and Michael Chang

Using the Template Directory

How to get into the Template Directory, Send yourself a Pre-Built Template and how to copy the Templates to make them your own.

Written by Michael Chang
Updated over a week ago

Create a FileInvite Template

Save time by using FileInvite templates for common file requests.

Written by Ley Cangco
Updated over a week ago

Create a Custom Template Folder

Make it easier to share account level Templates with a Custom Template Folder at the top level of your Templates

Written by Ley Cangco
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

Written by Michael Chang
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.

Written by Michael Chang
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

Written by Michael Chang
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.

Written by Michael Chang
Updated over a week ago