Help Centre
How to send a template

How to send a template

Tobias Rudolf Justesen
November 23, 2021

Do you want to share a custom template with another Contractbook user? Then this is the right guide for you!

You can send templates you have created or edited to any existing Contractbook user. Sending a template will generate a copy of the template for the recipient that they will be the owner of. It will not make your template disappear from your account and you will still be the owner of your copy.

How to send a template

1. Go to the template section and locate the template you want to share.

2. Either;

a) click on the three small dots to the very right of the templates' title and choose Send template or,

b) open the template and click on the three small dots it the top right-hand corner and choose Send template there.

3. Insert the email address(es) of the recipient(s) in the menu. You can choose to add a short message if you like.

4. Press Send.

The recipient(s) will now receive an email notification telling them that you have sent a template and that they can locate this in their template section.

We hope this will make collaborating easier for you!

If you have any questions how to manage or use our features in the possible way, please feel free to reach out to us via our support chat.