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How To Share a Direct Link To Your Document Template

Learn how to make your document template accessible by a direct link in the Document Builder settings.

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Written by Brittany
Updated yesterday

Step 1: Go To My Templates

  • Go to the My Templates sub-tab on the Document Templates page and click on the template you want to edit.

  • The document builder will load your template in Template Mode.

  • Click on Settings in the Document Builder menu.

Step 2: Enable The Linkable Template Option

  • Turn on the Linkable Template toggle switch (to black).

  • To copy your template’s direct link, click on the Copy Link button under the toggle switch.

  • To view the template in another tab or window, click on the View Template button under the toggle switch.

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