How do you move a template from 'Your Templates' into 'Company Templates' and vice-versa?

Modified on Tue, 26 Apr, 2022 at 3:59 PM

A template in 'Your Templates' can be moved into 'Company Templates' by clicking on the ‘Move to Company Templates’ button. The ‘Move to Company Templates’ button is in the image of a building, and is outlined in red below


A template in 'Company Templates' can be moved into 'Your Templates' by clicking on the ‘Move to Your Templates’ button. The ‘Move to Your Templates’ button is in the image of a person, and is outlined in red below.


*Please note that only Company Administrator users have permission to carry out this function, Standard Suitability users cannot use this function.



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