This document provides a comprehensive guide for agency principals on how to create and share email and letter templates with their downline agents. By following the steps outlined below, you can streamline communication and ensure consistency across your agency.

If you are an agency principal, you have the ability to create email and letter templates that can be shared with your downline agents. This feature enhances collaboration and ensures that all agents have access to the same resources.

1. Navigate to your Reporting page.

2. Click on the "Templates" section.

3. Select the template you wish to share.

4. Toggle on "Share with Downlines."

Once a template has been shared, downline agents can incorporate it into their system by following these steps:

1. Navigate to your Reporting page.

2. Click on the "Templates" section.

3. Click "New Template."

4. From the popup, select "Shared Templates."

5. Select the desired template and then click "Choose this template."

After selecting the shared template, it will load into your editor. You can make any necessary changes to the template. Once you are satisfied with the modifications, click "Save" to finalize your changes.

By following these steps, agency principals can effectively share templates with their downline agents, enhancing communication and operational efficiency within the agency.