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
Screenshot 2024-04-12 at 09
  • Click on share within the hamburger menu for the template that you want
Screenshot 2024-04-12 at 09
  • Select the Sub-account you want to share it to
Screenshot 2024-04-12 at 09
Why This Feature?
  • This will help agency owners to minimize the effort needed to recreate certain reusable templates