This section allows you to share a document template with a client. The receiver will receive an email with a link they can use to generate documents from the selected template.

  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. To share a new template, click Share Template.
  5. Under Select Template, choose the template you want the client to use to generate their document.
  6. Under Client Information, enter the client’s details:
    • Client Email: Enter the client’s email address.
    • Client Name: Enter the client’s name.
  1. Under Access Settings, set how the client will use the shared template:
    • Link Expires After: Enter the number of days the link should remain active. For example, 7 days. Once this period ends, the link will no longer work.
    • Maximum Documents: Enter the maximum number of documents the client can generate using the link. For example, enter 1 if the client should only generate one document.
  1. Under Custom Message (Optional), you can enter a message or additional instructions for the client. This message will be included in the email sent to the client.
  2. Click Share Template with Client.
  3. The system will send an email to the client containing a link to access the shared template.

The client can then use the link to generate their document based on the template you shared.