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Participating Frequently
July 10, 2024
Question

Sharing templates

  • July 10, 2024
  • 1 reply
  • 1208 views

I have created e-sign templates that I need to be able to share with specific people in my oranization. I only see the options of Only Me or All Users in my Organization. My admin has created user groups and I am a part of them but no group options some up in the template properties. PLEASE HELP!

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1 reply

mariahweyne
Inspiring
July 11, 2024

Can you see the template properties? Clic edit on the template and check those.  

This is an example.

 

Participating Frequently
July 11, 2024

Yes I see that but only the options "Any user in my organization" and "Only me" are available. 

mariahweyne
Inspiring
July 11, 2024

Then all users in your organization should be able to use the template.