Can I share my template with an account user within my company or from another company?
Yes, you may share your own templates with other company account users. You need to follow the below steps:
- Select the template and click on ‘Share Templates:
- Name the group/library you would like to add this document to and share. Alternately, you can ‘Add to my Shared library’:
- Add the users (by email ids in eSign Genie) who can view the template under their template library tab and use the template:
How can I save a template from the template library as my personal template?
To save the template library template as your personal one, you will need to create a draft document and then save as a template in your own account. You need to follow the below steps: