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 should be available for all RSign® user roles (RPost® Super Admin, RSign Support, Customer Admin, and User). This setting is available under the COMPANY and PERSONAL tab.
- Click the SETTINGS > Template.
The Template settings menu displays the Option column and the visibility settings including Display on Send Tab, plus Default Settings ,Override User& Lock Settings.
- Scroll down the Option column and select Allow Sharing of Templates/Rules/Messages to manage or change the default settings.
Default Settings: Allow Sharing of Templates/Rules/Messages option is set to “N” by default.
- N: Sharing of templates, rules, and message templates is disabled.
- Y: Sharing of templates, rules, and message templates is enabled.