How can I use Contractbook shared templates categories?
Shared templates are regular contract templates that are available on several accounts but managed specifically by one - their creator. If the person who manages the templates make any changes to them this will be simultaneously reflected on all other accounts with access to them.
Do you want to overcome the limited freedom that Shared categories allow you and your collaborators? Read about our new feature for smooth sharing of templates with your collaborators - Spaces.
You can easily move your own shared templates to a Space and collaborate easier than ever before.
How do I get notified if a template category has been shared with me?
If you have activated the emails and in-app notifications under your Profile settings, each time a category is shared with you, you will receive a new notification with the details:
If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.