Sharing templates
A template you create is yours alone until you say otherwise. Sharing it puts it on your colleagues' Shared with me category, where they can read it and duplicate it but not change it.
There are two moments where you decide: the last step of the create wizard, and the share control on the template's detail pane afterwards.
The two scopes
Personal or Organization
The wizard's final step is headed Choose visibility, with the line Control who can access this template within your workspace.
Personal keeps it to you. The description reads Only you can access this template. It won't be visible to your organisation. You can change this anytime.
Organization shares it. The description reads This template is shared with your organisation. You can change access anytime. Choosing it opens a member list underneath.
Everyone, or named colleagues
Once Organization is chosen, the panel is headed Select people to share this template with and offers two modes.
| Mode | Who gets it |
|---|---|
| All members | Everyone in your organisation, including people who join later. The member list greys out, because the choice covers all of them. |
| Specific members | Only the colleagues you tick. The list becomes selectable, and the organisation's owner is marked Owner. |
Specific members with nobody ticked is refused rather than guessed at. An inline message reads Select at least one person, or choose "All members". Saving with nobody selected would share this template with no one. and Save Template stays disabled until you fix it.
Sharing a template you already saved
Open the template on the Templates screen and use the share control on its info card. Its tooltip reads Share.
The Share template modal opens with the template's name and description at the top, then the same heading, Select people to share this template with, and the same two modes. The footer holds Back and Share template.
The modal opens on All members every time, so check the mode before you submit. Submitting replaces the current recipients with whatever the modal holds, and a confirmation reads Template shared.
If your organisation's member list has not loaded, a note reads No organisation members could be loaded. You can still apply organisation-wide sharing.
Seeing and changing who has it
Once a template has been shared with named people, the share control disappears from the info card and a Shared with section appears further down the pane, listing each colleague with their name and email address. The control beside that heading is Manage sharing, and it reopens the same modal.
When everyone a template was shared with has left the organisation, the section says so, for example 2 people who are no longer in this organisation., and keeps Manage sharing available so the sharing can still be changed.
What a recipient sees
A shared template lands on the Shared with me category of the matching feature tab. The recipient can read every check, question, date type or section in it, and can press the feature button to run it. They cannot edit or delete it. A banner says so: Only the user who created this template can edit or delete it.
Their way to change it is Duplicate template, which opens the Duplicate Template modal with the name prefilled as the original plus - Copy. The copy is theirs, personal, and appears under My templates.
Judicio's own templates work the same way. You cannot edit them, and duplicating is the way to build on one.
Per-feature notes
- Drafting templates share through the same modal, reached from the same info card control on the Drafting tab.
- Case Strategy playbooks are saved with a visibility choice, but the detail pane on that tab offers no share or duplicate control.
- Templates are shared with people, not with projects. Sharing a template does not share the documents or the runs made from it. For sharing a finished piece of work, see Collaboration.
Plan limits
Organisation sharing is a paid capability. During a trial, the wizard's sharing step replaces the member list with Organisation sharing is available on Professional and Organisation plans. and Upgrade your plan to share templates with your team. Your template still saves; it saves as personal. See Subscription plans.
Next steps
- Creating a template - build the thing you are about to share.
- Browsing the template library - where a shared template appears.
- Team management - who is in your organisation in the first place.
- FAQ - answers and troubleshooting.