How do I share templates?

If you're a team leader on the Team or Enterprise plan, you can share your templates with your team members. Through the Template Manager pages in Gmail or Outlook, you can "copy" or "move" the templates to your team categories. 

You can access the Template Manager in Gmail through the "Templates" option in the Yesware dashboard. In Outlook, you can access this page by clicking the Templates section of the Yesware ribbon.

You can also create and manage templates through your Yesware account on In Gmail or Outlook, select Yesware > My Account > Templates.  From there, you can create new categories or templates for personal use or to share with your team. On this page, Team Leaders can create, share or move templates into their Teams categories.

To share an existing template:

  1. Navigate to the template
  2. Select “Move”
  3. In the dialog box select the team and the category you want to move the template to
  4. The template will be shared with those team members

Reordering templates is accomplished by navigating to the category and choosing “reorder”.  This will let you drag and drop templates to get the desired order you would like.  When finished, select “Done”.

Only Team Leaders can create or move templates into their Teams.

Once a template has been shared, individual team members must refresh Gmail or Outlook to have access to the template.

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