What’s New? / Key Features / Benefits:

  • Agencies will now be able to 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