# Steps for Agency A to Share Templates Effectively with Agency B? > More Tutorials from the Community https://youtu.be/zOm6QzaCGvY https://youtu.be/xYsowxyBtsE https://youtu.be/jYM-RkapZdA We're delighted to unveil a… - Source: https://docs.ghlcustomercare.com/docs/marketing/template-library-2/steps-for-agency-a-to-share-templates-effectively-with-agency-b - Section: Marketing / Template Library - Reading time: 1 min - Images: 6, each explained below - Modified on Wed, 21 Feb, 2024 at 11:19 AM --- ### More Tutorials from the Community [https://youtu.be/zOm6QzaCGvY](https://youtu.be/zOm6QzaCGvY) [https://youtu.be/xYsowxyBtsE](https://youtu.be/xYsowxyBtsE) [https://youtu.be/jYM-RkapZdA](https://youtu.be/jYM-RkapZdA) ### **We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community. How Agency A Can Share a Template with Agency B?**** ![:face_with_monocle:](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021191314/original/8ScVuXcjLU55sDzmyuXx9ljkKYD55iVvXw.png) **We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community.How Agency A Can Share a Template with Agency B? (image 1 of 6)** This screenshot appears in the "We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community.How Agency A Can Share a Template with Agency B?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". For context, this section explains: Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as…. Immediately after, the guide continues: Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected…. - Next: Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as needed. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. Full procedure: 1. Access Template Library: Navigate to the Template Library in the Admin view. 2. Choose Template to Share: Select the desired template. 3. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. 4. Edit Access Settings: Tailor access settings as needed. 5. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. ** - **Access Template Library:** Navigate to the Template Library in the Admin view. - **Choose Template to Share:** Select the desired template. - **Generate Shareable Link:** Click on the "Share" option to create a unique link associated with the selected template. ![We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155017440347/original/nsMlmoTQuheXog5ochC6r7QagkJffGviZw.png) **Step 3 of 5: Generate Shareable Link: Click on the "Share" option to create a…** This screenshot accompanies step 3 of 5 in the "We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community.How Agency A Can Share a Template with Agency B?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". At this point in the walkthrough you generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. The next step is to edit Access Settings: Tailor access settings as needed. - What to click: Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. - Next: Edit Access Settings: Tailor access settings as needed. Full procedure: 1. Access Template Library: Navigate to the Template Library in the Admin view. 2. Choose Template to Share: Select the desired template. 3. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. <- this image 4. Edit Access Settings: Tailor access settings as needed. 5. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. - **Edit Access Settings:** Tailor access settings as needed. ![We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155017440455/original/RbqtqD2mNbCj10IIOVHwdOvYa0yesK4OZA.png) **Step 4 of 5: Edit Access Settings: Tailor access settings as needed** This screenshot accompanies step 4 of 5 in the "We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community.How Agency A Can Share a Template with Agency B?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". At this point in the walkthrough you edit Access Settings: Tailor access settings as needed. The next step is to share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. - What this covers: Edit Access Settings: Tailor access settings as needed. - Next: Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. Full procedure: 1. Access Template Library: Navigate to the Template Library in the Admin view. 2. Choose Template to Share: Select the desired template. 3. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. 4. Edit Access Settings: Tailor access settings as needed. <- this image 5. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. - **Share the Link:** Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. ### **How Agency B Can Import the Template?**** ![:face_with_monocle:](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021191313/original/9mitUtOn7hBY_opltoJKeeTCrkW8wdfyMA.png) **How Agency B Can Import the Template? (image 4 of 6)** This screenshot appears in the "How Agency B Can Import the Template?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". The text alongside this image reads: Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as…. Immediately after, the guide continues: Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library. - What to choose: Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as needed. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. - Controls: Receive Shareable Link, Import Template - Next: Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library Full procedure: 1. Receive Shareable Link: Agency B will receive the shared link. 2. Direct Import: Use the URL directly and accept the template import. 3. Click on Import Template to add it to your library ** - **Receive Shareable Link**: Agency B will receive the shared link. - **Direct Import:** Use the URL directly and accept the template import. - Click on **Import Template** to add it to your library ![Step 3 of 3: Click on Import Template to add it to your library](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155017443781/original/lsX3QuHbK4hY-8LcRnwmq4TjReRPdjLAlQ.png) **Step 3 of 3: Click on Import Template to add it to your library** This screenshot accompanies step 3 of 3 in the "How Agency B Can Import the Template?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". At this point in the walkthrough you click on Import Template to add it to your library. - What to click: Click on Import Template to add it to your library - Controls: Import Template, Receive Shareable Link Full procedure: 1. Receive Shareable Link: Agency B will receive the shared link. 2. Direct Import: Use the URL directly and accept the template import. 3. Click on Import Template to add it to your library <- this image **Security Note:** ** ![:unlock:](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155021191315/original/n0ZOWu8CBRrZE1w3exVpyw9oFUXqWB-Fuw.png) **How Agency B Can Import the Template? (image 6 of 6)** This screenshot appears in the "How Agency B Can Import the Template?" section of "Steps for Agency A to Share Templates Effectively with Agency B?". The text alongside this image reads: Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library. - What to click: Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library - Controls: Receive Shareable Link, Import Template Full procedure: 1. Receive Shareable Link: Agency B will receive the shared link. 2. Direct Import: Use the URL directly and accept the template import. 3. Click on Import Template to add it to your library **Please update access settings via the Share option to keep your templates secure. Exercise caution when sharing the link to control who can access it. **Important Note:** Only Agency Admins can create shareable links. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com