Share a Letter Template


Permissions: There are multiple permissions in Agentbox that impact how templates can be shared within a database.

1. Click on the Create Letter icon NewItem1348 at the top of the contact or property card

 


2. Click on the Select A Template drop-down menu at the top of the panel and choose the template you would like to share
 

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3. You will now be able to click an Edit button to the right of the Select a Template drop-down menu


 

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4. The Edit Letter Template window will appear. By ticking the Share to Agents template all staff will be able to access the template

Permissions: N.B. There are multiple permissions in Agentbox that impact how templates can be shared within a database.


 

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5. Lastly, click Save. You will be redirected back to the Select Template page and your recently modified template can be selected from the drop-down list.