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How do I Assign a Document Template From a Chain to an Organization?
How do I Assign a Document Template From a Chain to an Organization?
Updated over a week ago

Related Questions

  • Move a Chain Document Template to an Organization

Procedure:

This must be done from within the Chain Dashboard by a Chain Admin User.

  1. Select Multi-Organization from the dropdown at the top of the page

  2. Click Templates & Files

  3. Click Document Templates

  4. Find the desired template & Click Edit

  5. Select Specific Organization from the Permission Level dropdown box

  6. Make any required changes to the template (if applicable) and Save

Related Articles
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How do I Set up Chain Document Templates?
How Do I Share a Document Template With Another Property in my Chain?
Can I copy my Document Templates from one Organization to another?
How do I change my Document Template to make them Chain-Wide?
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