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Change a library template's permission level

 

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Change the permission level of a library template

The permission level of the template determines what other users in your account can access and use this template.

  1. Navigate to your template by selecting the Manage tab.

  2. Select the Templates filter in the left rail.

  3. Single-click the template you want to select it, and then click the Edit Template link in the right rail to open the template in the drag-and-drop authoring environment.

    Click the edit link for the template

  4. Configure Who can use this template

    This setting will grant access to the template based on the uploading user:

    • Only me - This option will only make the template available to the uploading user.
    • Any user in my group - Setting the template at the group level will create a logical association between the template and the group the uploading user is currently part of. All members of the group will have access to the template.
      • Moving the user that uploaded the template to another group will not break this template-group association.
      • The template is made available to edit for the account-level admin and the group-level admin of the user's group in the Shared Libraries menu.
      • Changing the Group relationship of the template will remove it from access for the previous group, but will not impact agreements that have already been sent using the template.
    • Any user in my organization - Every user in the account will have access to use the template.
      • The template is made available to edit for the account-level admin in the Shared Libraries menu
    Click the edit link for the template

  5. Click Save when done

  • If your template has many fields, save often! Clicking Save takes you back to the Manage page, but that's better than losing your work!
  • Intelligently naming the fields on your document could help you in the long run. If you plan on exporting the data your signers entered, naming the fields can keep this information organized and makes it far more readable.

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