In many cases, a company would have a certain contract or order form that is used repeatedly. Saving these documents as SignTime templates and enabling all team members to use these templates will save time for the whole team. This article will introduce the process of sharing templates within team members.
Share templates within team members
"Team" located in the top navigation menu will bring you to the team page. Click the "Settings" tab to view and change team (organization) settings.
Template Settings
Turning on the following setting under "Template Settings" will allow all team members to view and launch templates created by members within the team.
Allow teammates to launch the organization templates
*Only organization owners have access to the team settings page
Organization Templates
"Templates" located in the top navigation menu will bring you to the templates page where a list of all templates can be found. To view all templates created by all members of the team, click the "Organization Templates" tab (Only visible when the "Allow teammates to launch the organization templates" setting is enabled).
*Read more about Create a SignTime Template