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Edit a Shared Template

Before editing a shared template, see Understanding Shared Templates for important information.

Note: Only a template owner, super administrator, or company administrator can edit a shared template.

To edit a Shared Template

  1. From the menu, click Templates and select either the Personal tab, or the Shared tab.
  2. Select the desired template.
  3. Click Edit.
  4. Make the desired changes and click Save.

    Note: If you are a super or company administrator, but not the owner of the template, a message will appear asking if you want to take over ownership of the template. If you select No, you will not be allowed to save the template changes.