Shared Folders

On a Team Account, all newsletters are private by default and can’t be viewed or edited by others until they’re added to a Shared Folder.

Shared Folders allow you to share newsletters with colleagues, either for duplication or for collaboration. This article will guide you through how to use the Shared Folder feature effectively.

✍🏼 Step 1: How to Create Shared Folders

Head to the Newsletter page and click on "+ Add a New Folder", add a name, and click "Create".

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🧑‍🧑‍🧒‍🧒 Step 2: Add your colleagues by sharing your folder

From your newly created folder page, click "+Share this folder".

1. Start typing in names or groups to add members to your shared folder. You can also select the members from the dropdown menu.
2. Once members are added to this folder, you can change their permissions to Viewer, Editor, or Admin.
3. Make a folder public for viewing, check the box at the bottom.
4. Once members are added with the proper permissions, click Done.

💡 Pro Tips: 

• To share a template with a member so they can duplicate the newsletters in the folder, make them a Viewer.
• To collaborate on newsletters in a folder, make them an Editor.
• You can give different members in the same folder different permissions.

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📰 Step 3: Add Newsletters to Your Folder

1. From the Newsletters page in the navigation bar.
2. Click on the folder in your Shared Folders section.
3. Click "Add to folder".

4. Search the newsletter by typing in the name.
5. Check the box(es) next to the article(s) you would like to add to this folder.

6. Click "Add newsletter" to save. 

   

💡 Pro Tips: 

• If you are a Viewer in the folder, you can view or duplicate the newsletter in the folder.

• To duplicate a newsletter, hover over the newsletter and click Duplicate.

  

• If you are an Editor in the folder, you can view, duplicate, or edit the newsletter in the folder.

 

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