The Allow Sharing of Templates/Rules/Messages setting provides the option to share Templates, Rules and Message Templates with other employees within the same company. This adds efficiency and uniformity when Templates, Rules, and Message Templates are created for commonly used documents and forms.
The SETTINGS tab is available for all RSign® user roles (Customer Admin, and User). Users assigned the administrator roles can view the PERSONAL and the COMPANY subtab and override user-level settings.
This setting is available under the COMPANY and PERSONAL tabs. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
To enable the Allow Sharing of Templates/Rules/Messages setting, follow these steps:
1. Click the SETTINGS > Template.
2. Scroll down the Option column and select Allow Sharing of Templates/Rules/Messages. There are two values, "Y" and "N". To enable the setting, select the "Y" option
3. Save your changes.