How do I share templates with a specific agent or agent team?
From time-to-time templates need to be designed and shared with only a specific person instead of shared with all team members.
If you have the appropriate permission to share templates with team members, you will see an option to select one or more templates and share them with a specific team member. When you do share templates with a specific team a new library for the recipient is created called: Shared With Me.
1.) Navigate to the Library
2.) Tap on the checkmark next to the template or templates you wish to share.
Note: If you wish to overwrite an existing template (like a Personal Signature) you can only select one template.
3.) Tap on the large checkmark (Bulk Actions menu) at the bottom and then tap on Send.
If you are sharing multiple templates:
a. Search and select the team member receiving the template.
b. (Optional) Name the Category under which the template will be organized in the recipient's account.
c. Tap on Send.
If you are sharing a single template:
a. Search and select the team member receiving the template.
b. (Optional) Name the Category under which the template will be organized in the recipient's account.
c. When sharing a single template, you can overwrite an existing template. Select a template from the dropdown menu or leave as (none).
d. Tap on Send.
The team member receiving the template will be alerted on their Agenda.
The first time they are sent a template, they will get a new library created for them called,"Shared With Me".
