Templates can be Private or Public.

Private Template: only viewable from your account

Public Template: viewable to others in your company

Edit a Template so that it is viewable by other advisors in your company:

Step 1: Click on the Templates tab

Step 2: Under My Templates find the template you want to change and click Edit

Step 3: Change the Sharing status from Private to Public (or vice-versa depending on your preference). Select Save.

For further assistance please contact support@umapped.com