Manage Shared Templates

Last Updated: October 22, 2026

You can share Sign templates with other Vasion Automate users.

Share a Template with Specific Users

To share a template with specific users, do the following:

  1. Do one of the following:
    1. On the Sign window, select the More More button. button, and then select Share.
    2. If you are modifying a template, select the Share button at the top of the screen.
  2. In the Share modal, begin typing in the People field to search for a user.
    1. If there are multiple results, select the appropriate user from the list.
    2. Repeat for additional users, if necessary.
  3. Select the permission button next to the user's name, and select one of the following: Sender or Editor.
  4. Select Save.

Share modal showing permission to grant to selected user.

Modify a user's permission

Do the following:

  1. Do one of the following:
    1. On the Sign window, select the More button More button., and then select Share.
    2. If you are modifying a template, select the Share button at the top of the screen.
  2. In the Share modal, select the permission button next to the user's name, and select one of the following: Sender or Editor.

Share modal showing user permission.

Remove a user's permission

Do the following:

  1. Do one of the following:
    1. On the Sign window, select the More button More button., and then select Share.
    2. If you are modifying a template, select the Share button at the top of the screen.
  2. Select the permission button next to a user's name, and select Remove.

Share modal showing user permission.

Next Steps

Refer to the following: