Share the Company/Project Checklist Templates

In this topic, we'll show you how to share the Company & Project Checklist Templates

Share Company Checklist Templates

  1. Click on the profile image located on the top right corner of the Builderbox screen.

      

  2. Click on Settings.

      

  3. Click on Company Templates, listed on the left navigation.

      

  4. Click on the Select Company drop-down.

      

  5. Select a company from the drop-down list.

      

  6. Click on the Company Template.

      

  7. Click on the Share button.



  8. Select the projects from the Projects list on the left and then click on Move button to share the template with the selected projects.



  9. By default 'Automatically copy and publish checklist template in the selected projects' option will be selected. If you do not want to 'copy and publish checklist template in the selected projects' unchecked the check box.



  10. Click on the Share button. The Checklist Template will be shared with the selected projects.



Share Project Checklist Templates

  1. Click on the Auditor module from the left navigation.

      

  2. Click on Templates from the drop-down list.



  3. Click on the Checklist Template.



  4. Click on the Share button.



  5. Select the External Companies from the External Companies list on the left and then click on Move button to share the Checklist Templates with the selected External Companies.



  6. Click on the Done button. The Checklist Template will be shared with selected External Companies.


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