Sharing Templates with Other Users
You can share your templates with other Infor CRM users, teams, or departments.
Note: This feature is only available in the Infor CRM Web
Client.
To share a template:
- On the Write menu, select Templates.
-
Open the
Manage Templates or
Select a Template dialog box.
- Infor CRM Network Client and Infor CRM Web Client users: On the Write menu, select Templates.
- Architect users: On the Manage menu, select Templates.
- In the Manage Templates window, select the template you want to share from the list.
- Click Share.
- Click Add.
-
Do one of the following:
- Click the Users tab. To limit the users listed, select a type of user from the User Type drop-down list (for example, Remote).
- Click the Departments tab.
- Click the
Teams tab. To limit the
teams listed, select the
My Teams check box.
Note: If you are logged in as Administrator, the My Teams check box is unavailable.
- Select from the list and then click OK.
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