Template Access

User can specify access level of the template, when creating and editing it.

There are four types of access on the platform:

  • access for your mailbox only

  • access for selected mailboxes(Selected mailboxes)

  • access for all mailboxes in your account(My account)

  • access for everyone on WhiteDoc(Everyone)

How to add template access?

In order set access to template,user needs go to tab “Template” and click on “Template Access”.

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User can grant access to specific mailboxes. Next, you need to select edit access.

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In the modal, enter: mailbox name, mailbox uuid, alias, or contact name.

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When the mailbox is added, click “Save”.

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Save сhanges.

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After saving template, it will be available for mailboxes specified in the access. And be in the folder: “Shared with me”.

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