Share templates

SignNow enables you to create multiple teams within your organization so you can easily share document templates with colleagues. Before creating a team, you must first create a template. Only a template can be used to create a team.

1. Click on Create Team in the bottom left corner of the page.

2. Type the name of the team and add the email addresses of the people you want to invite to the team in the window that appears next. Click Add Team.

3. Once a team has been created, click Back to My Documents.

4. In the Shared Templates section you’ll see a new folder created for your team. To share templates with your team, move them to this folder.

5. Share templates: In Templates folder, click the More button on a template you’d like to share and select Move. Then, select the team folder you want to share the template with.

Whenever you need to use a SignNow template in NetSuite, you’ll find a seperate tab for Shared Templates. To quickly access them, just click SignNow Smart Templates.