Important note: We are currently rolling out an updated team template experience. If you see "Team" and "Private" tabs when visiting your form and email template pages, you have received the update, and should visit this guide instead: Create and use Team Templates
To share a template with your team members, follow these steps:
1. Open the template you want to share
2. Click the checkbox for "Share template with team members" in the advanced form options menu:
3. Click "Save"
4. Click "Yes, share" to share your template and any attached templates with your team
Note: Your teammate will need to click "Templates" > [template type, such as Forms] > "Team Templates" and "Add to My Templates" to see it in their "My Templates" library:
Key sharing tips:
- Only the template creator may change a shared template
- When you share a template and then edit it after sharing, your teammates will need to re-add it to their templates to accept the changes
- If you share a template attached to another template (e.g., a Form Template with an associated Email Template), both will be shared
- If you add a shared template which relies on another template (see above), it will copy in both templates
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