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Observer
September 8, 2026
Question

How do I share a template with my team?

  • September 8, 2026
  • 1 reply
  • 4 views

I need to share a template with my team , so that we can all use the same template. I have saved it to Share Folders, but it only shows for me and not other team members. When I select the template and select share with other users, it fails 

 

Any ideas would be really helpful

Thanks

 

1 reply

Community Moderator
September 8, 2026

Hi ​@Cooper126,

 

We appreciate you reaching out to the Docusign Community. I’ll be happy to help you.

I’m sorry you are having trouble sharing templates with your team. We apologize for any inconvenience this may have caused.

There are two ways you can share your templates:

  • Share a template directly with select users and groups.
  • Share a template by adding it to a shared template folder. 

 

To help us isolate the issue, could you please share a screenshot of how you are trying to share the templates with other users and whether you have encountered any error messages? This will help us better understand what may be preventing the templates from being shared.

 

In the meantime, kindly refer to the article below for guidance on sharing templates with other users or groups. Please also ensure that the other users whom you want to share the templates with are within the same account. 

Share a Template With a User or Group

Shared Template Folders

 

Thank you, and we look forward to helping you resolve the issue.

 

Best regards,

Noralynn | Docusign Community Moderator

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