In this guide, we will explore three methods for sharing templates with users in a system. These methods aim to facilitate efficient collaboration and streamline the use of templates among multiple users.

1. Access User Settings: After logging in to your Blueink account, navigate to “Users” Section on the top right of the screen.

2. Locate User: Find the user for whom you want to grant admin access. This step may involve searching by username or browsing through a list of users.

3. Grant Admin Privileges: Once you locate the user, Click the user name by selecting their profile and modify their permissions or user role to grant admin access. Remember that granting admin access to a user may or may not be appropriate based on their role.

1. Access the Template: Log in to the system as an admin or a user with template management permissions.

2. Edit the Template: Go to Document Templates or Envelope Templates and click the edit button.

3. A. For Document Templates: Go to the Prepare tab, click Settings then enable Sharing.
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3. B. For Envelope Templates: Go to Overview and enable Sharing.

1. Access Teams: Log into your Blueink account and click "Teams".

2. Select a Specific Team and Find Settings: In the settings, click the "Add Template" button, then choose the specific templates you want to include in the team.

By implementing either of the methods described above, you can effectively share templates with users in the system. Granting admin access to users allows them to access templates directly, but also grants other access to the platform that may or may not be desired depending on the user. Modifying template settings enables sharing with all users, enhancing collaboration and usability. Choose the most suitable method based on your system's requirements and user roles to optimize template sharing within your organization.

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