Doc Summary
Agencies can share Document templates within different Sub-Accounts. This will also share the media library components used within the Document to the other sub-accounts.
How to Use?
- Go to Templates Section of Documents and Contracts
- Click on share within the hamburger menu for the template that you want
- Select the Sub-account you want to share it to
Why This Feature?
- This will help agency owners to minimize the effort needed to recreate certain reusable templates
