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Share Templates

With eSignGlobal, you can share templates with workspace users and assign 'Use', 'Manage' permissions.

 

Share Templates

  1. Click the template [Share] button.
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Warning:

  • Only the template owner has share permissions.
  1. View the current sharing scope and permissions. Click the [Add Collaborator] button to add a sharing range.
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Tip:

  • [Use]: Allow you to send an envelope using a template.
  • [Manage]: Allows you to edit, enable, disable, delete the template.
  • [Manage & Use]: Includes all [Manage] and [Use] permissions.
  1. Select the target user and click the [Confirm] button.
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  1. [Use] permissions are granted. Permissions can be adjusted through the dropdown. Delete share to revoke user access.
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