A library template is a reusable document. The creator of the template can edit the fields, permissions, and name value of the template.
The permission level of the template determines what other users in your account can access and use this template.
Only the user that created the template can edit that template.
You can then adjust the Permission level for this template to any of the following:
- Only to me: You are the only user who can view and send this template.
- Any user in my group: Any users in the same Group as you can use this template.
- Any user in my organization: All users in your entire account can use this template.
Tips from Support
- Even if you've allowed all of the users in your account to use the template, you are the only one who can change it.
- Setting the permissions to Any user in my group does just that. If it's necessary to make documents for another group, consider having one individual manage multiple document curator users within the account. This method keeps it simple, since there's only one person managing all of the documents.
- Naming your templates intelligently can keep your users up to date. Prefix all of your documents with the name of the team they're for. For example, anyone can use a template called "Purchase Order," but make it "Sales - Purchase Order" so they know who it's intended for.