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Accurx Desktop: How to share your message templates with your organisation

You can share your personal templates with your organisation so you colleagues can use these too.

Moreen avatar
Written by Moreen
Updated over 3 months ago

Message templates are a great way to save time, and ensure that your messages are as concise and consistent as possible.

How to share your message template

1. On your Accurx Desktop click on your initials followed by 'Manage Organisation' πŸ‘‡

2. This will open a web page, here click on 'Templates & Florey questionnaires' πŸ‘‡

3. To view your own templates click 'My Templates' - these are only visible to you and cannot be accessed or edited by anyone else.

4. You can choose the option to 'Copy to organisation' which will make this template visible to your colleagues at this organisation.

5. You can amend the settings such as the template name, category, content and whether this will be available for Individual Messages or Batch Messaging too πŸ‘‡

6. Once saved, you will see the template under the Organisation Templates tab πŸ‘

If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page. πŸ‘‰

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