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:

  1. On the Write menu, select Templates.
  2. 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.
  3. In the Manage Templates window, select the template you want to share from the list.
  4. Click Share.
  5. Click Add.
  6. 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.
  7. Select from the list and then click OK.
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