To share a library item, go to your library and select what type you'd like to share.
You'll see a new 'Share' button in the top right of the template. Select the specific activity you'd like to share.
Choose how you'd like to share this item.
Don't worry - by sharing a library item advisors will have access to copy/use it, but they will never be able to edit your template.
Turn on the Agency sharing toggle and click Done.
If you are a part of an agency in Tern, you can make your template accessible to anyone in your agency using that toggle on your share modal.
We do not send an email notification when you share in this way - but all agents will have access to your template.