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:


Step 1: Click on the Templates tab


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



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


For further assistance please contact support@umapped.com