π Prerequisites
You must be a Chain Admin user.
The document template should exist at the chain level.
π§ Step-by-Step Instructions
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.Access Document Templates
Navigate to the left-hand menu and select Templates & Files > Document Templates.Clone the Desired Template
Locate the template you wish to share.
Click the Clone button next to it.
Name the New Template
In the pop-up window, enter a new title for the cloned template. This helps distinguish it from the original.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.
β 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.
π₯ Visual Walkthrough
For a visual demonstration of these steps, please refer to the following Loom video: