A well-prepared Template could save anyone hours of work. If you've created an exception Template, why not share it with your office?! Now anyone can share Templates with anyone in their brokerage. Learn how below! 

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. From the DigiSign Dashboard, navigate to the Templates tab.

2. In your list of templates, locate your personal template that you want to share. 

3. After locating the template, click on the Action Menu icon "...". Then select Share Template.

4. On the next screen, you will see a list of all the SkySlope users in your brokerage. Use the search bar to locate who you want to share the template with, and then select their name to share the template with them.

To remove that person's accesss to the template, you can return to this page and uncheck their name at any time.