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templates / Manage template access
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Manage template access

Share templates with team members so they can use the same approved templates when creating projects or requests.

To share a template, you must be a project owner or an admin.

To manage template access:

  1. From the ShareFile navigation pane, select Templates.
  2. Select All templates to browse templates that you created or that others shared with you.
  3. Select the desired template. The template options display.
  4. Select Manage access. The Manage users dialog box opens.
  5. In the Manage users dialog box, select Share.
  6. In the sharing dialog box, enter the names or email addresses of users or groups. Then, configure their permissions.
  7. Click Share.
  8. The shared template appears on the Shared with me tab in the recipients’ Templates workspace. Recipients can use the template to create projects or requests.