Templates can be Private or Public.


Private Template: only viewable from your account


Public Template: viewable to others in your company


Edit a Template so that it is viewable by other advisors in your company:


1. Click on the Templates tab


2. Under My Templates find the template you want to change and click Edit



3. Change the Sharing status from Private to Public (or vice-versa depending on your preference). Select Save.


If you need further assistance or have additional questions please contact support@umapped.com