🤝Sharing Access to Templates & Letters

How do I share access to a template with others?

1. Navigate to the "Template Library" section.

   
2. Select the template that you want to edit, then click on the dropdown button beside "Use this template"

   
3. Select "Manage sharing access" to add new collaborators or remove existing collaborators

   
4. A popup should appear. This is where you indicate the emails you would like to share access to the letter template with. Once you have indicate the email, click on "Add".

   
5. You should see a success message at the top once access has been added successfully.

   

How do I share access to generated letters with others?

1. Navigate to the "Dashboard".

   
2. Select the batch of issued letters that you want to share access to.

   
3. Click on "Share access" and add the emails you would like to collaborate with

   

I am having issues adding emails to allow my colleagues to access templates. Where can I get further help for this?

If you encounter any issues while adding access, please write to us via this form or at [email protected].