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Template for department

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Christian Ochoa

I need a way for multiple people to have access to the same template. Ideally, this group of people could all send the template and see the status of each other's sent templates as well. I do not see a way to do this. If I go to enterprise settings and search "Box Sign" it states "This feature is currently unavailable" even though the feature is live for us.  

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  • Rona
    • Edited

    Hi Christian, 

    Welcome to Box Community and glad to assist! 

    Sharing a template

    After you've created a template and saved it in a Box folder, add collaborators to use the template.

    • Adding a collaborator is the same as for any other Box file or folder.
    • In order to use a template, a collaborator must have permissions to download a file.

    So, to share a template, we suggest you add collaborators as “Viewers” as this enables collaborators to use the template but not to upload files to your template folders.

    For more details, you can visit Creating, using, and sharing templates.  

    Hope it helps! 

     

     

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  • Christian Ochoa

    There is no area I can add viewers, just to clarify this is a Box Sign template. 

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