Create a shared team template
We frequently create similar collateral but when we start from scratch every time, we lose quality and brand consistency. Share team templates to solve these issues for good.
- Create a shared team template (option 3 on folio sharing settings). Any folio can be saved as a template that your entire team can use for creating repeat documents. This is a great way to enforce brand consistency and improve quality while speeding up your team’s process.
- Use “Team Templates” by clicking the link at the top of the templates page. Click “use template” to copy any shared team template and create a new folio.
Note: Anyone on the team who has collaboration access to the original folio will be able to edit the template – changes automatically sync so anyone who uses the template has the latest version.
For any template you create, you can add a password to the shared link and view folio stats to see basic engagement analytics.
Here are other ways you can share folios:
- Share a web link.
- Embed a link on your website.
- Create and share custom templates.
- Present the folio as a digital slideshow
- Export a PDF or PNG.
- Collaborate on folios with team members and guests.
- Transfer ownership to someone else.