Currently unable to share a template with my agents. Will this feature be coming soon?
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S
SkySlope Supportposted
3 months ago
Admin
Created By Luc Woolsey
Requester
I second this. I have setup really good templates. I'd like to be able to copy them into my team mates accounts (which have given me access) rather than start all over creating them in their accounts as well. i'll add that since we have form sharing turned on I can create an envelope in my team mates account for them, but I can't use my template for that either. When creating an envelope for them, I only have the option of using their templates (which they haven't setup) even though i'm logged into my account.
Created By Jannette Headley
RequesterCurrently unable to share a template with my agents. Will this feature be coming soon?
0 Votes
1 Comments
SkySlope Support posted 3 months ago Admin
Created By Luc Woolsey
RequesterI second this. I have setup really good templates. I'd like to be able to copy them into my team mates accounts (which have given me access) rather than start all over creating them in their accounts as well. i'll add that since we have form sharing turned on I can create an envelope in my team mates account for them, but I can't use my template for that either. When creating an envelope for them, I only have the option of using their templates (which they haven't setup) even though i'm logged into my account.
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