Updates are a great way to communicate any type of information with your team, whether it's a birthday celebration, questioner that needs to be sent out or even a form that needs to be signed, with our pre-made templates you will save a huge amount of time and energy. We have a variety of templates that will give you a great base to start with but note that you can customize them to make them your own!

In this article we will go over:

How to Use a pre-made Template

  1. Click on "Updates" on the side bar, then click on "Add New" on the top right

  2. Choose "Use a template"

  3. Select which template you would like to use

  4. Click "Next" on the bottom right.

  5. Customize: add/change text, add PDF's, videos, anything

  6. Click "Next" on the bottom right

  7. Assign the content to smart groups or select employees

Pro-tip: You will be able to choose from any of our pre-made Template in the Template Library.

How to create a Customized Template

  1. Click on "Updates" on the side bar, then click on "Add New" on the top right

  2. Choose "Start from scratch"

  3. Click "Next" on the bottom right.

  4. Customize: add text, add PDF's, videos, anything

  5. Go ahead and click "Save as template"

  6. Click "Next" on the bottom right

  7. Assign the content to smart groups or select employees

Where Can you find your Customized templates?

You can find all your customized templates in your template library

Update > Add New > Use a template> Created by me.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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