• From the Manage tab, view shared templates on the right hand side.
  • You will rarely need to look at the template from this view, unless you'd like to make edits directly to a template that has been shared with you within your own site.
  • To create using a template, always go to the Create tab first. Learn more.
  • 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.


Remember: If you are top-level Administrator on your site (i.e., Super or Global), you can view all templates from the Admin tab > Configure Platform Section. Learn more.


View of Manage tab. In right column the bottom section labeled Shared Templates is highlighted in red outlined box.


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.