Did you receive an email that someone shared an InfoReady template with you? To access that template, follow these steps:

  • Go to Create.
  • Under Template Type, select Shared Templates.
  • Under Template, select the specific template.Administrator view of template selection screen

Important notes:

  • Once you start the creation process, it is a fresh draft in your InfoReady site and will not affect the original template.
  • If you'd like to save your own version of the template on your site, work through the creation steps and then on the Finalize page, select Save as Template. Learn more.


Interested in exploring and sharing more templates? Check out the InfoReady Template Library, which is available for any InfoReady Administrator.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.