How Team Owners Share Material with Team Members

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

Step 1

Click "Material" on the system's left side.

Step 2

Locate the Material you want to share.

Step 3

There are two ways to share Material: Tile and List view.

Tile View

  • Click the box at the bottom left of the Material tile to select it.

List View

  • Click the box at the left side of the Material name row to select it.

Step 4

Click on "Share" when the Material banner appears.

*Note: A "Share Material" pop-up menu will open.

Step 5

Click the dropdown menu underneath "Select community/team."

Step 6

Click the "Team" name with which you want to share the template.

Step 7

Click the blue "Share" or "Cancel" button to abandon the action.