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  1. Help
  2. Tutorials
  3. For Administrators

How to share editing templates with users

How to create templates in the fylr editor and share them with other users

PreviousSearch Text in images or office filesNextFor System Administrators

Last updated 1 day ago

Root access is required for the configuration and maintenance of templates

In the detail view, enter the editing mode of a record you want to use as a template (the template can be changed afterwards!)

In the top toolbar, you will find the templates context view. Here you can save the currently open record as a template and

  • Share the template with other user groups

  • Template can be created just for the currently logged in user (default)

  • You can customize, rename and preview existing templates

Adhoc Templates

WIP

You can edit, delete, preview existing templates shared with groups in the Tab "Editor Templates" in the configuration (in your specific group)

Rights Management
Location of templates in an open detail view during editing