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How to Share a Document Template with Another Property in Your Chain

This guide walks you through cloning and sharing a document template from your chain-level account to a specific property

🔐 Prerequisites

  • You must be a Chain Admin user.

  • The document template should exist at the chain level.


🧭 Step-by-Step Instructions

  1. Switch to Chain View
    In the top-right corner of your Event Temple dashboard, click the organization selector and choose your Chain from the dropdown menu.

  2. Access Document Templates
    Navigate to the left-hand menu and select Templates & Files > Document Templates.

  3. Clone the Desired Template

    • Locate the template you wish to share.

    • Click the Clone button next to it.

  4. Name the New Template
    In the pop-up window, enter a new title for the cloned template. This helps distinguish it from the original.

  5. Assign the Template to a Property

    • After cloning, scroll to the Permissions section at the top of the template editor.

    • Click on the Chain dropdown and select the specific Organization (property) you want to assign the template to.

    • Click Save to confirm the changes.


✅ Outcome

The cloned document template is now available exclusively to the selected property. Users at that property can access and utilize it without affecting the original chain-level template.


🎥 Visual Walkthrough

For a visual demonstration of these steps, please refer to the following Loom video:

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