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Create a shared template

Updated over 3 weeks ago

In Collavate, you can save various templates in your organization as a Domain Shared Template. For example, your Collavate administrator can create an expense report form and save as a Domain Shared Template for domain users.

Note: Domain Shared template feature is only available on Collavate business edition. If you are using the Collavate business edition, ask your domain administrator to create a Domain Shared Template.

  1. Click TemplateTemplate.

  2. Click Domain shared templates.

  3. Click New Template.

  4. Choose an option you want to use to add a template.

  5. Enter template contents and add reviewer(s), fille tag(s) and more.

  6. Click Create Template.

If you successfully created a domain shared template, your domain users can see and use templates from TemplateTemplate Domain Shared Templates.

Note: If your organization already has a template document, you can upload an existing template with Upload or From Google Drive.

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