Sharing Transaction Templates

Sharing Transaction Tempaltes with Outside Team Members

Last updated on 02 Oct, 2026

To share a transaction template with an Outside Team Member:

1. Click on "Transactions" and then click on "Templates".
2. Find the Template you are wanting to share
3. On the right-hand side of the template click on the share icon
4. Select your Outside Team Member and "Send Request".

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