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Sharing Templates

Share your custom templates with colleagues to ensure team-wide consistency in report generation. Template sharing enables collaboration and standardization across your organization.

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Template Visibility Options

Templates can have different visibility levels:

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Sharing a Template

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Sharing Permissions

When you share a template, others can: Use the template:

• Generate reports using your template structure
• View template sections and descriptions

They cannot:

• Modify your original template
• Delete your template
• Change sharing settings

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Managing Collaborators

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Viewing Who Has Access

To see who can access your template:

1. Open the template
2. Go to sharing settings
3. View the list of users with access and their permission levels

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Changing Permissions

To modify a collaborator’s access:

1. Open template sharing settings
2. Find the user in the access list
3. Update their permission level from the dropdown
4. Changes take effect immediately

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Removing Access

To revoke someone’s access:

1. Open template sharing settings
2. Find the user in the access list
3. Click Remove next to their name
4. Save changes

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Changing Visibility

To change from shared to public (or vice versa):

1. Open template sharing settings
2. Select the new visibility level
3. Adjust user list if needed
4. Save changes

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Transferring Template Ownership

Template owners can transfer ownership to another user:

1. Open the template sharing settings
2. Find the collaborator you want to make the new owner
3. Click Transfer Ownership
4. Confirm the transfer

After the transfer:

• The selected user becomes the new template owner
• You retain access but can no longer manage sharing settings
• The new owner gains full control over the template

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Using Shared Templates

When someone shares a template with you:

1. Find it in the Templates section under “Shared with me” or the public templates list
2. Click to preview the template structure
3. Use it when generating reports

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Making a Personal Copy

To customize a shared template:

1. Open the shared template
2. Click Clone or Duplicate
3. The copy is added to your personal templates
4. Edit the copy as needed

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Template Sharing Best Practices

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For Template Creators

Document your templates:

• Write clear template names and purposes
• Describe each section thoroughly
• Include usage guidance in the description

Maintain consistency:

• Update templates when standards change
• Communicate updates to users
• Version template names if needed (e.g., “Company Analysis v2”)

Consider your audience:

• Share broadly used templates publicly
• Keep specialized templates shared with relevant users only
• Remove outdated templates to avoid confusion

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For Template Users

Use shared templates consistently:

• Follow the intended structure
• Don’t over-customize for one-off needs
• Provide feedback to template creators

Clone before modifying:

• Create personal copies for customization
• Keep original shared templates intact
• Name clones clearly (e.g., “Company Analysis - My Version”)

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Organizational Template Management

For teams with standardized reporting needs:

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Establishing Standard Templates

1. Identify common report types used across the team
2. Create master templates for each type
3. Share publicly within the organization
4. Communicate template availability to team members

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Template Governance

Consider assigning template ownership:

• Template owners - Create and maintain standard templates
• Template users - Use templates without modification
• Template contributors - Suggest improvements to owners

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Updating Shared Templates

When standards change:

1. Notify users before making changes
2. Update the template
3. Communicate the updates
4. Consider keeping old versions temporarily

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Troubleshooting