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.