We have just added a new feature for sharing custom templates between firms.  Firms in a group may decide to share with associated firms specific templates that they have developed: 

1. The firm that has created the custom template must obtain from the other firm their content push token. The other firm can find this at the bottom of their Account & Billing page.
2. Then the sharing firm must go to the template to be shared and select edit. 
3. At the bottom is an area called sharing. Share the job type with the other firm by entering in their content push token in the box, clicking add then saving the job type.
4. If the job is based on another job type which the other firm doesn't have access to a warning will appear (this will be the case where for example they don't have say the Brookers add-in. In this case they would need to upgrade before they could receive the shared template. This could also be the case where the job to be shared inherits content from another custom template the sharing firm has created - in this case the sharing firm would need to share this higher level template first ).
5. The other firm name wil be displayed under a shared with heading confirming that they now have access. Templates may be shared with multiple other firms.
6. To remove access the sharing firm must click remove and save the job type. Existing jobs will continue to function however no new jobs will be able to be created based on that template. 
7. Any changes made by the sharing firm at a master level will be carried though to all users in all firms in the normal way.