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Manage Shared Templates

Our Manage Shared Templates feature is designed to make your life easier by allowing you to easily share and collaborate on templates with your team.

Key Features:

Share templates with team members: You can easily share your templates with individuals or groups within your organization, making it effortless to collaborate on projects.

Version control: Keep track of changes made to templates by different team members. You'll always know who made what changes and when.

Customizable access levels: Set different access levels for team members, ensuring that only authorized personnel can edit or view your templates.

Real-time updates: Team members can view and make changes to shared templates in real-time, ensuring everyone is always working with the most up-to-date version.

Easy organization: Organize your templates in a logical and intuitive folder structure, making it simple for you and your team to find and access the templates you need.

Use Cases and Benefits:

Streamline collaboration: Working together on projects becomes seamless when team members can access and edit the same templates. No more version control issues or outdated documents.

Increased efficiency: With real-time updates and customizable access levels, your team can work more efficiently, reducing redundant tasks and improving productivity.

Consistency across projects: By using shared templates, you can ensure that your team is following consistent branding and formatting guidelines in all their work.

Saves time and effort: Instead of starting from scratch for each new project, you can leverage existing templates, saving time and effort for you and your team.

By using our Manage Shared Templates feature, you can simplify collaboration, improve efficiency, maintain consistency, and save time. Say goodbye to version control headaches and hello to seamless teamwork!

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Learn Team Creation And Shared Templates Features

With SignNow, you can create various teams that can easily share documents with each other. Using the Shared Templates feature, you will be able to track and manage documents that are sent for signing by team members.

First, upload the document to the account pressing the Upload Document button.

In order to create a team, you must have a template created in the system already. So, use the uploaded document to create a template. Choose More and then click Make Template.

Next, name your template and click Create Template.

The template is now stored in the Templates Folder.

Now, press the Create Team button.

Insert the team’s name and add the email addresses of the members of the team. Finish by clicking Add Team.

Click Back to My Documents.

In the Shared Templates click on your folder. Learn how to share templates with the team.

In the Templates Folder choose the template, click More on it and select Move from the dropdown menu.

Next, select your team’s folder and click Move Here.

Now back in the folder, check if the template has already been created and is accessible for all team members.

Now you can add more templates and share them with teams.

Related features

How to Use the Manage Shared Templates Feature in pdfFiller

The Manage Shared Templates feature in pdfFiller allows you to easily organize and access templates that have been shared with you by other users. Follow these steps to make the most out of this feature:

01

Log in to your pdfFiller account and navigate to the Templates section.

02

Click on the 'Manage Shared Templates' tab.

03

You will see a list of templates that have been shared with you. You can use the search bar to find specific templates or sort them by name, date, or owner.

04

To preview a template, simply click on its name. This will open a preview window where you can view the template's contents.

05

If you want to use a shared template, click on the 'Use Template' button. This will create a copy of the template in your own account, allowing you to make edits and fill it out as needed.

06

To organize your shared templates, you can create folders by clicking on the 'New Folder' button. This will help you keep your templates organized and easily accessible.

07

If you no longer need a shared template, you can remove it from your account by clicking on the 'Remove' button next to the template's name.

08

Remember to regularly check the 'Manage Shared Templates' tab to see if any new templates have been shared with you. This way, you won't miss out on any important documents.

By following these simple steps, you can efficiently manage and utilize the shared templates feature in pdfFiller. Enjoy the convenience and collaboration it brings to your document workflow!

What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:

Melodie G

2020-03-08

After some heartbreak at having lost the doc I was working on, the team at pdffiller managed to retrieve it for me. All those tears later, I am ecstatic to have my hard work not be for nothing!

5

Administrator in Business Supplies and Equipment

2018-12-20

What do you like best?
I like the ease of scanning documents and changing the areas in which need changing!
What do you dislike?
The only thing I do not like is the lining up if the changes.
Recommendations to others considering the product:
I definitely recommend this product. I have this and Adobe acrobat and it is definitely easier to use that Adobe!
What problems are you solving with the product? What benefits have you realized?
the ease of completing contracts and proposals

5

pdfFiller scores top ratings in multiple categories on G2

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Why can't I see my custom templates in Word?

First you'll need to hold Windows Key and then press R. then, you'll have to copy and paste %appdata%\Microsoft\Templates\ then select OK. This will locate the area where you need to send your Custom Templates.

Can I organize my templates in Gmail?

On the Settings for Sites page, click Templates - classic Sites. In the Categories section, type a category name in the field and click Save. Your category is now listed above the field. (Optional) Enter more names to add as many categories as you want.

Where are Word templates stored on my computer?

The default location of the User Templates Folder remains C:\Users\ user name \AppData\Roaming\Microsoft\Templates.

Where are my templates saved in Outlook?

Go to the destination folder, where all Outlook templates are saved by default. It is- C:\Users\UserName\AppData\Roaming\Microsoft\Templates. Locate the template you need and click on it to drag it towards the Outlook icon on your taskbar. This pins your template to the context menu of the Outlook icon.

How do I create a shared template?

Create a Shared Template Open the journey in edit mode and click . Click Save as Template. Click Define Template Info. Enter a name and description. ... To share the template with all business units in your enterprise, click and enable Sharing. Click Summary. Click Create Template.

How do I access shared templates in Word?

To access your shared templates: Click File > New. Under the Blank presentation choose the Custom tab. You should now see your shared templates folder.

How do I access Word templates?

To find and apply a template in Word, do the following: On the File tab, click New. Under Available Templates, do one of the following: To use one of the built-in templates, click Sample Templates, click the template that you want, and then click Create.

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