How to share and unshare a template with other accounts

This article will show you how to transfer a template into another account

Click Templates in the main navigation

Click the drop down menu arrow to the right of the template you would like to share and click Sharing.

If you haven't shared the template before, click into Add Share and from there you can either share it company wide or by individual user. Click the Add Share button to add another user when this is complete.

Next we will be looking at how to unshare a template.

Go back into Templates from the main navigation page and find the template you want to unshare.

Click the drop down menu as shown above and select Sharing

Find the contact you want to unshare the template with and click Delete