Important note: A small number of members have access to a closed beta experience for team templates. If you see "Team" and "Private" tabs when visiting your form and email template pages, 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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