Last updated: March 1, 2024

Create and share template collections

Learn how to create and share template collections in the Shared Library via the web app.

What is the Shared Library?

The Shared Library is a centralized library of templates and template collections, which can be made accessible to other organizations you frequently work with. You can create and manage shareable template collections from a single location, including the ability to restrict template content from being edited.

With a centralized library, people you collaborate with can easily find the templates they need without searching through multiple sources. It's worth noting that the Shared Library is distinct from our Public Library, which is designed for public access to templates.

The Shared Library shown in the web app.

What you'll need

1. Upload templates to your Shared Library

Log in to the web app.
Select Templates from the menu on the left-hand side.
Select Shared Library at the top of the page.
On this page, select Published.
Click Upload template on the upper-right of the page.
Select the templates you want to share from the dropdown menu and click Upload to Shared Library.
Click Go to Shared Library. Once the templates are available in the "Shared" tab, you can add them to a shareable template collection.

2. Create a template collection

Log in to the web app.
Select Templates from the menu on the left-hand side.
Select Shared Library at the top of the page.
On this page, click Collections.
Click Create collection on the upper-right of the page.
In the pop-up window, name the collection, then click Create collection. If you want the collection's recipients to be able to edit your templates, uncheck the "Restrict template editing" box.
On this page, click Add templates on the upper-right of the page.
In the pop-up window, select the templates you want to add to the collection, click Done, then click Add templates.

By leaving the "Restrict template editing" box checked while creating a collection, you can also lock the template collection to prevent external organizations that will be importing your templates from editing them.

Log in to the web app.
Select Templates from the menu on the left-hand side.
Select Shared Library at the top of the page.
On this page, click Collections.
Click the template collection you want to share.
Click Share collection on the upper-right of the page.
In the pop-up window, enter the user's name who you want to share the template collection with, then click Send.