You've created the perfect custom intake 🤩. Now you want to share it with friends and colleagues at other agencies so they can use it as well. Here's how you do it:
Navigate to your Custom Intakes page
Click on the custom intake that you want to share
Hit the "Share" button in the top right corner
Select "Share template with colleagues"
Copy the link and send it to anyone that you want to share the template with. They'll be able to clone it into their account and make their own changes (their changes will not affect your intake)