Feature Update: Introducing Template Sharing Across Sub-Accounts for Documents and Contracts

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 the 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

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