How to share a template with team members?

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To share an envelope with team members:

  1. Sign in to
  2. Click the ‘Templates’ from the left sidebar.
  3. Click on the ‘Create Folder’ button.

4. Give a name to the folder and then click on the ‘Create’ button.

5. Click on ‘Options’

6. Select ‘Share with team’ from drop down menu.

7. Select the team member(s).

8. Click on ‘Update’

9. Go to the Template and click ‘Options’

10. Click on ‘Move to Folder’ from the drop down menu.

11. Select the folder and click on ‘Move’.

Note: The admin and the owner of this folder will always have access to this folder. Additionally, you can grant access to other team members for this folder.