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Sharing templates among accounts

  • June 13, 2025
  • 3 replies
  • 50 views

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Hi Docusign community,

 

The company I work for has a Docusign organization with a couple of accounts linked to it. I would like to know if I could share a template among different accounts in this same organization, so I do not need to have the same template in different accounts.

 

Thanks in advance 

Best answer by Jenny.Martin

Hello ​@aporto,

Thank you for reaching out to the Docusign Community! I appreciate you bringing your question to this Community.

Unfortunately, it is not possible to share templates directly with other accounts linked to your organization. Sharing is limited to users and groups within your own account. However, you can share templates with all users in your account or specific users and groups defined within it. If you need to share templates across different accounts, consider downloading and uploading them into the other account.

You may check these links: Download Templates | Upload Templates

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

3 replies

Forum|alt.badge.img+13
  • Community Moderator
  • Answer
  • June 16, 2025

Hello ​@aporto,

Thank you for reaching out to the Docusign Community! I appreciate you bringing your question to this Community.

Unfortunately, it is not possible to share templates directly with other accounts linked to your organization. Sharing is limited to users and groups within your own account. However, you can share templates with all users in your account or specific users and groups defined within it. If you need to share templates across different accounts, consider downloading and uploading them into the other account.

You may check these links: Download Templates | Upload Templates

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!


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  • Author
  • New Voice
  • June 16, 2025

Thank you for the response Jenny!

 

Regards,

 

Alisson


Forum|alt.badge.img+13
  • Community Moderator
  • June 19, 2025

Hello ​@aporto 

That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator