Can Custom Templates be Shared?

If we create custom templates, can we share those with our clients' Team or Family accounts? If so, do they need to have beta features turned on?

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  • rudyrudy

    Team Member


    If you create items that are made with custom templates in your account they will appear as Secure Notes if you transfer them to someone outside of your membership (family, team, business, etc). At this time there isn't a way to give them the custom template so it appears as a secondary category.

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