This section allows you to manage templates that have been shared with clients and view the documents created using those templates.

  1. Log in to the system.
  2. From the Modules menu, click Manage Template Shares.
  3. The Manage Template Shares page will display a list of templates that have been shared with clients.
  4. Locate the template you want to manage.
  5. Click the Action menu next to the template.

For Active Templates

If the template has an Active status, you can:

  • Copy Link – Copy the link and share it with the client if needed.
  • View Created Documents – View the documents that the client has created using the shared template.
  • Revoke Access – Stop the client from accessing the shared template.

For Expired Templates

If the template has an Expired status, you can:

  • View Created Documents – View the documents that were created by the client before the template link expired.