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How do I share content with my agency?
How do I share content with my agency?

Turn on the agency toggle in template sharing to automatically share with your agency.

Ellen Longley avatar
Written by Ellen Longley
Updated this week

To share a library item, go to your library and select what type you'd like to share.

On the item you'd like to share, you'll see three dots on the right of the item. Click these three dots and select the 'Edit Sharing Settings' option

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.

This will open the Edit sharing settings box.

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.

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