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Turn sending template copies on or off for your organization

Learn how to turn sending template copies on or off for your organization via the web app.

What does it mean to send a template copy?

Sending a template copy creates an independent version of your template that you can share with users outside your organization. This standalone copy is separate from your original and is not affected by data center restrictions or access rules. Additionally, any changes made to the original template after sending won’t apply to the copy.

This is useful for working with external teams, allowing them to follow your inspection workflows without restrictions while keeping your original template unchanged.

Turn sending template copies on or off for your organization

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Organisationseinstellungen.

  3. Select Funktionen at the top of the page.

  4. In the "Templates and inspections" section, turn "Send template copies" on or off.

    Turn sending template copies on or off for your organization via the web app.

    • If sending template copies is turned on, users can create and send copies of their templates to external users.

    • If sending template copies is turned off, users in your organization will no longer be able to send template copies externally.

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