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