Enable access to save library templates for users
Library templates are a power user feature that can be enabled at the account/group level.
Library templates are reusable documents and/or field templates that can be reserved for the individual creator's use or shared with the creator's group/organisation.
To enable access to create library templates for the users in your account/group:
- Navigate to Account Settings > Global Settings > Enable Save to Library.
- Enable the Allow creating library templates and reusable form fields option.
- Save the setting.
Once the Enable Save to Library feature is enabled, the Create a reusable template option on the Home page is exposed, allowing users to create templates as needed.
A user who is a member of any group that has Enable Save to Library enabled will have access to the tile and can create templates for the groups that have the feature enabled.
Groups that do not have the Enable Save to Library feature enabled can not have templates assigned to the group by any user or admin. Existing templates that have been related to the group are available to the group members and send normally.
If an admin wants to add a new template to the group, the Enable Save to Library feature must be enabled first, the template can then be assigned to the group. Once assigned, the template is immediately available to the group, and the feature can be disabled again.