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Managing & Using Templates
Managing & Using Templates
Learn how to Create, Use and Share your Templates
7 articles in this collection
Written by
Ley Cangco
and
Henri Fayolle
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
Henri Fayolle
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
Henri Fayolle
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
Henri Fayolle
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
Henri Fayolle
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
Henri Fayolle
Updated over a week ago