template sharing user to user
sharing templates user to user on clients (document matching and form extractions) without putting them as company templates which we do not want to do as we have thousands of users that have specific needs to each of their clients and team members must have ability to have templates created by one user be transferrable to another instead of the big waste of time of having each user have to recreate the template from scratch when the work is reassigned on a client staff. This is important and we were told will be addressed in v5.1 in 2023 yet we just learned that DS did not address as other customers did not seem to ask for this? please vote up if you are having same pain point.
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Justin commented
Allowing templates to be shared with a subset of users (or be embedded within an excel file) so that engagement teams can access useful templates for a client without all users in the organization accessing that template.