1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["3963"],{3274:function(e,t,a){a.r(t),a.d(t,{frontMatter:()=>s,default:()=>m,toc:()=>p,metadata:()=>r,assets:()=>l,contentTitle:()=>n});var r=JSON.parse('{"id":"templates/sharing-templates/import-a-direct-reports-template","title":"Import a Direct Report\'s Template Into a Shared Team Folder","description":"Team Leaders can copy a direct report\'s template into a shared team template folder without recreating it.","source":"@site/docs/templates/sharing-templates/import-a-direct-reports-template.mdx","sourceDirName":"templates/sharing-templates","slug":"/templates/sharing-templates/import-a-direct-reports-template","permalink":"/docs/templates/sharing-templates/import-a-direct-reports-template","draft":false,"unlisted":false,"tags":[{"inline":true,"label":"templates","permalink":"/docs/tags/templates"},{"inline":true,"label":"teams","permalink":"/docs/tags/teams"}],"version":"current","sidebarPosition":1,"frontMatter":{"title":"Import a Direct Report\'s Template Into a Shared Team Folder","description":"Team Leaders can copy a direct report\'s template into a shared team template folder without recreating it.","sidebar_label":"Import a Direct Report\'s Template","sidebar_position":1,"tags":["templates","teams"],"keywords":["import template","team leader","shared template","direct report","template library"]},"sidebar":"tutorialSidebar","previous":{"title":"Share Templates","permalink":"/docs/templates/sharing-templates/"},"next":{"title":"Use a Template","permalink":"/docs/templates/using-templates/"}}'),o=a(5893),i=a(65);let s={title:"Import a Direct Report's Template Into a Shared Team Folder",description:"Team Leaders can copy a direct report's template into a shared team template folder without recreating it.",sidebar_label:"Import a Direct Report's Template",sidebar_position:1,tags:["templates","teams"],keywords:["import template","team leader","shared template","direct report","template library"]},n=void 0,l={},p=[{value:"Who can see this",id:"who-can-see-this",level:2},{value:"How to import a template",id:"how-to-import-a-template",level:2},{value:"Key behaviors",id:"key-behaviors",level:2},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2},{value:"Related articles",id:"related-articles",level:2}];function d(e){let t={a:"a",code:"code",h2:"h2",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,i.a)(),...e.components},{Details:r}=t;return r||function(e,t){throw Error("Expected "+(t?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,o.jsxs)(o.Fragment,{children:[(0,o.jsxs)(t.p,{children:["If you are designated as a ",(0,o.jsx)(t.strong,{children:"Team Leader"}),", you can copy a template owned by one of your direct reports directly into a shared team template folder without asking the direct report to share it or recreating it from scratch. This lets you make a direct report's top-performing messaging available to the rest of your team in a few clicks."]}),"\n",(0,o.jsx)("div",{style:{marginBottom:"24px"},children:(0,o.jsx)("img",{src:a(7945).Z,alt:"Templates page showing the Import Template button in the top-right and a team folder selected in the left navigation",style:{width:"100%",border:"1px solid #e0e0e0",borderRadius:"8px",boxShadow:"0 2px 8px rgba(0,0,0,0.08)"}})}),"\n",(0,o.jsx)(t.h2,{id:"who-can-see-this",children:"Who can see this"}),"\n",(0,o.jsxs)(t.p,{children:["This feature relies on the existing Teams feature, which is only available on the Premium and Enterprise plans. The ",(0,o.jsx)(t.code,{children:"Import Template"})," option is only available to Team Leaders, and only for templates owned by their direct reports. Direct reports managing their own personal templates do not see this option."]}),"\n",(0,o.jsxs)(t.p,{children:["Your access depends on how your Team is set up. See ",(0,o.jsx)(t.a,{href:"/docs/teams/",children:"Teams"})," for how Team Leader roles and direct reports are assigned."]}),"\n",(0,o.jsx)(t.h2,{id:"how-to-import-a-template",children:"How to import a template"}),"\n",(0,o.jsxs)(t.ol,{children:["\n",(0,o.jsxs)(t.li,{children:["Go to the Yesware AppSite and select ",(0,o.jsx)(t.code,{children:"Templates"})," in the left navigation panel."]}),"\n",(0,o.jsxs)(t.li,{children:["Open the team template folder you want to import a template into, then click ",(0,o.jsx)(t.code,{children:"Import Template"})," in the top-right of the Templates page."]}),"\n",(0,o.jsx)(t.li,{children:"Browse the templates of the team members you manage, grouped by teammate."}),"\n",(0,o.jsx)(t.li,{children:"Select a template to preview its subject line and body content."}),"\n",(0,o.jsxs)(t.li,{children:["Click ",(0,o.jsx)(t.code,{children:"Import"})," to copy the template into the team template folder you opened in step 2."]}),"\n"]}),"\n",(0,o.jsx)("div",{style:{marginBottom:"24px"},children:(0,o.jsx)("img",{src:a(4922).Z,alt:"Import Template workflow showing a teammate's templates grouped by name, a selected template's subject and body preview, and the Import button",style:{width:"100%",border:"1px solid #e0e0e0",borderRadius:"8px",boxShadow:"0 2px 8px rgba(0,0,0,0.08)"}})}),"\n",(0,o.jsx)(t.h2,{id:"key-behaviors",children:"Key behaviors"}),"\n",(0,o.jsxs)(t.ul,{children:["\n",(0,o.jsx)(t.li,{children:"The copy is independent. Editing the copy does not change the original template, and the original stays untouched in the direct report's personal template folder."}),"\n",(0,o.jsx)(t.li,{children:"Only templates owned by team members you directly manage are eligible to import."}),"\n",(0,o.jsx)(t.li,{children:"You choose the destination team template folder before importing."}),"\n",(0,o.jsxs)(t.li,{children:["The ",(0,o.jsx)(t.code,{children:"Import Template"})," option only appears for Team Leaders, keeping the Templates view focu
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