Previously, if Legal created an NDA template for Sales or HR to use, it had to be shared person by person. New joiners were easy to miss. Now, sharing with a workspace means access is automatic the moment someone joins, no manual tracking needed.
How it works:-
Open the template you want to share and click Share.
Choose who to share with:
Specific members, pick individuals, same as before
Workspaces, share with an entire workspace at once
Recipients will see the template in their own list, tagged Shared from [workspace] by [member]. If shared from a personal workspace, it shows as Shared by [member].
Recipients can use the template to send signature requests, but editing stays with the template owner, one source of truth.
Who can share and unshare:-
Can share: Template Owner, Account Owner, Account Admins, and Workspace Admins of the workspace where the template lives.
Can unshare: The same group, not limited to whoever originally shared it.