Sharing Templates

Templates can be shared across organization members, allowing your team to collaboratively manage document generation.

How Sharing Works

When a template is created, it belongs to:

• The user who created it (owner).
• The organization they were working in when they created it.

All members of that organization can access the template based on their role:

• Org Admins can view, edit, and stamp shared templates.
• Members can view and stamp shared templates.

Sharing a Template with an Organization

1. Open the template in the Template Creator.
2. The template is automatically associated with your current organization.
3. All members of the organization can see it in their Templates list.

Template Visibility

Scenario	Who Can See It
Template in Org A	All members of Org A
Personal template (no org)	Only the owner
Template in Org A + Org B	Members of both organizations

Best Practices

tip

• Use organizations to group templates by team, client, or use case.
• Control access by managing organization membership rather than individual template permissions.
• Use static fields for organization-specific values (company name, address) so team members don't need to re-enter them.