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	<title>share template Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Share and unshare option in templates</title>
		<link>https://www.insuredmine.com/knowledge-base/share-and-unshare-option-in-templates/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Mon, 06 Mar 2023 11:36:59 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=22651</guid>

					<description><![CDATA[<p>You can now share and unshare access to a template for any agent, just as you do in google docs. To view the enhancement: Navigate to Engagement Click on Templates and select any template Click on 3 dots icon and select Share Select the name of the agents you would like to share the template [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/share-and-unshare-option-in-templates/">Share and unshare option in templates</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}</style>				<p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You can now share and unshare access to a template for any agent, just as you do in google docs.</span></p><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To view the enhancement:</span></p><ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Arial; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to </span><a style="font-size: 11pt;" href="https://www.insuredmine.com/knowledge-base/engagement-module/" target="_blank" rel="noopener">Engagement</a></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Arial; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on </span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Templates </span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">and select any template</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Arial; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 12pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on 3 dots icon and select </span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Share</span></p></li></ul><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 624px; height: 292px;"><img fetchpriority="high" decoding="async" style="margin-left: 0px; margin-top: 0px;" src="https://lh4.googleusercontent.com/szitJ3rPFhFSvDFNy0W8ycjqJdMHN4pyALk2T1CYVO84UZO6JMyKpI-Wbq1akMq5kV-zyRTtHSwQXBYYyXuHuVagX8-vpPPJGwm2ByMy45zHpxQ1z4jhgDM_HWynyd47y5PieuCg933hGBypt_pSyuo" width="624" height="292" /></span></span></p><ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Arial; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Select the name of the agents you would like to share the template with and click </span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Share</span></p></li></ul><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 499px; height: 629px;"><img decoding="async" style="margin-left: 0px; margin-top: 0px;" src="https://lh3.googleusercontent.com/iKZ_urlXVmYxIVI245O3RHfWLfkR0FPoP82CYJqIw43spUmwayKMVxH_NOUN5bk5xojYhKsB-MI9ABvrc-r1OKxs5JK88usfw-PqJlO1e2-kzN6gPB-iHULaZReKVmT_WhAh4y7Wo2vlFuaqFBThHQE" width="499" height="629" /></span></span></p><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you would like to unshare the template with the agent whom you have already shared the template with, click </span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Remove Access</span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span></p><p> </p><p dir="ltr" style="line-height: 1.38; margin-top: 12pt; margin-bottom: 12pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="border: none; display: inline-block; overflow: hidden; width: 517px; height: 648px;"><img decoding="async" style="margin-left: 0px; margin-top: 0px;" src="https://lh3.googleusercontent.com/Xe8GXf5EamHDJ-Y9LaSBIav9izln4rZqsKidgwzOjnuGKj60ZNQKbEpGLEr_tO9cygSqrH146tG0wGK0HAFg2MA-0gcx67SkUAhAX24jZPaRCuQWNX0MWwRGcwcPJFKvp21WtrYe0tCsfYbBdTO4g54" width="517" height="648" /></span></span></p>						</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/share-and-unshare-option-in-templates/">Share and unshare option in templates</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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