Only active templates can be shared.

To share a template:

  1. Go to Templates.
  2. Search for the template you want to share.
  3. Hover over the ellipsis (three dots) icon appearing next to the template.
  4. Select “Share.” If the link is not present, then the template must be activated first.
  5. Select company, team or individuals as applicable.
  6. Click “Save & Exit.”