Sharing Document and Contract Templates Among Sub-Accounts

Sharing Document and Contract Templates Among Sub-Accounts

Are you tired of the hassle of manually sharing document and contract templates among sub-accounts in your agency? Well, fret no more! With the new feature available at HighLevel, you can easily streamline the sharing process and collaborate effectively with your team.

Simplifying Document Sharing

Sharing document templates is now as easy as pie! HighLevel’s latest update allows agency users to effortlessly share document templates with other sub-accounts within the agency. No more endless back-and-forth emails or confusing version control issues. You can now ensure that everyone is on the same page, quite literally!

How Does It Work?

Curious about how this new feature works? Let’s break it down for you:

  1. Seamless Integration: Simply log in to your HighLevel account and navigate to the document templates section.
  2. Select and Share: Choose the document template you wish to share and select the sub-accounts you want to share it with.
  3. Collaborate Effortlessly: Your team members can now access the shared document template instantly, making collaboration a breeze.

Benefits of Sharing Templates

Sharing document and contract templates among sub-accounts offers a myriad of benefits, including:

  • Increased Efficiency: Say goodbye to duplication of efforts and save time by sharing templates seamlessly.
  • Consistent Branding: Ensure brand consistency across all documents by sharing standardized templates.
  • Improved Collaboration: Foster better teamwork and communication among team members by sharing templates effectively.

Need Help Getting Started?

If you’re still feeling unsure about how to share document templates or need assistance with any other HighLevel feature, click here to have a member of our team walk you through it. Remember, we’re here to help you every step of the way!

So, what are you waiting for? Sign up for a 14-day free trial at HighLevel today and revolutionize the way you share document and contract templates among your agency’s sub-accounts!