How to Share Documents and Contracts Templates

Stack makes it easy to share document templates across different accounts, streamlining your workflow and saving time.

How to Share Document Templates

To share your document templates with another account, follow these simple steps:

1. Navigate to the Templates section within Documents and Contracts.
2. Locate the template you wish to share and click on the hamburger menu (three vertical dots).
3. Select Share from the menu options.
4. Choose the account you want to share the template with.

Why Use This Feature?

Sharing document templates helps you efficiently manage reusable templates, reducing the need to recreate them for each account. This feature ensures consistency and saves valuable time, allowing you to focus on what truly matters.