How Community Owners Share Templates within a Community

This article will outline how a Community Owner can Share Templates from within a Community they presently have open for review.

*Note: Be sure to communicate your expectations for the Community Members to follow up with accepted Contacts.

Step 1

From the open Community, click the "More" button at the top right of the page.

Step 2

Click on "Share Templates."

Step 3

A "Share Templates" pop-up menu will appear.

Step 4

Keyword search for a Template in your database, and click on the box to the left when you have the Template you want to share.

*Note: You can click the top left box to the left of "Title" to choose ALL Templates.

Step 5

When you have completed adding Template/s to the list, click the blue "Share" button to complete the action or "Close" to abandon the action.

Step 6

Click on the "Templates" tab in the Community to view the Templates added.