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How do I Change my Document Templates to Make Them Chain-Wide?
How do I Change my Document Templates to Make Them Chain-Wide?

Why Isn't my Document Template visible in my other Organization- Can I copy my Document Templates from one Organization to another

Updated this week

You will need to be a Chain Admin to complete this task.

  1. Click on your Organization name at the top right of your screen and choose the one where the Document is located

  2. In the left-hand Menu, Click on Settings

  3. Click on Templates then Document Templates

  4. Click on the Edit button on the right-hand side next to the Document Template you want to show Chain-wide

  5. At the top-left of your screen, next to Permission, click on the Organization name, and set the Permission to Chain

  6. Press Save

Additional Information:

  • Organization-level Templates are visible to everyone in a specific Organization and are editable by the Template Owner and Organization Administrators only.

  • Chain-level Templates are visible to everyone in the Chain and are Editable by Chain Administrators only.

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