Using Shared Templates to Create Documents in CRM
Currently, Editor 2.0 Templates shared across Workspaces cannot be used to create new Documents with integrations. Can only be created in original Workspace. However, it is currently possible with EV1 Templates. Customers would like this ability with EV2 as well.
9
votes
Summer Nagy
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Polina Ismailova
commented
Shared with me folder to be available from HubSpot on EV2