Sharing a Template
The Share option allows you to make a template available to other users or teams within the UniServe 360 environment. It helps ensure collaboration, reuse, and controlled access to communication templates.
This feature lets you share your template with others in your domain.
Authorized users can view or work on the shared template based on the permissions assigned.
When to Use?
Share a template when you want to:
collaborate with multiple teams on the same template
reuse a standardized template across departments
allow reviewers or approvers to access the template
Best Practices
Use clear naming and versioning before sharing
Review access permissions to avoid unintended changes
Queries
When a template is shared, will the receiver gets any notification? And when the receiver opens/makes changes to it, does the sharer gets any notification?
I didn't find an option to restrict the access when sharing a template. Are restrictins available? If so, how to apply?