Publishing Company Templates
If a Template is Pending in Group Templates, Company Administrators can publish a Template and make it available to other agents in Company Templates.
Choose the Template you wish to Publish and make it available to your Company from Group Templates.
Publish the Template by clicking on Publish in the top right corner of the page.
Click the Lock icon to toggle to Template Access: Company; this will make the Template available to all users in your Company.
The Template will now be available in Company Templates.
Register for a Webinar
Related Articles
Overview of Tags
Tags and Tag Groups enable you to quickly categorize and search your Templates and collect valuable insights on top-selling Trips. Assigning Tags and Tag Groups to your Templates allows you to: Organize your Templates across 5 Tag Categories: ...Publishing/Un-Publishing a Template
Once you are finished adding segments to your Template, you can Publish it to make it available to be added to or converted into a Trip later. Click the blue Publish button in the top right-hand corner. Your Template will now appear as Published in ...Template Access Settings: Company Templates
Company Administrators can toggle all Templates created in a company between two permission settings: Company (available to all advisors in a company) Private (visible only to the creator of the Template) A Company Administrator can toggle the ...Navigating Templates
Templates are the main page for your Templates in Trip Publisher, and is where you can browse, filter, and search through your Published and Pending Templates. Templates Dashboard Select My Templates, Company Templates, or Group Templates. My ...Deleting Templates
Templates can be deleted at any time by the creator or company Administrator. Deleting templates will not alter or remove templates already added to trips. From Templates Dashboard Find the template to delete using the Search and Filter options. ...