Engagedly has different ways for you to discuss a template with your manager.

Share: 

The template can be shared with the employees. 

Push To Library

As a site administrator, you can push the template to the library by selecting ‘Push To Library’ from the list of template actions. This template will be available to everyone to preview or download.

As a user, if you want to push your template to the library, it is mandatory for you to have permission to do so.

Note: You can use this option only when the Template Library is enabled to be visible to all users.

Change Ownership

As a template creator, you can change the ownership of your template. This allows the new-owner to view, edit, discuss,  delete, and download the template.

The new-owner can find the template in the ‘Created’ section of their templates.

The new-owner will be able to distribute the template only if he has been assigned the permission to manage templates.

Permission

If you want to share a template with a manager, you can give them the permission to manage templates. (As a site administrator)

This permission allows them to view, edit, delete and download the template.

You can do it by going to ‘Permissions’ from the ‘Settings’ page. Here you can either create and set a new permission or use an existing permission and add users to it.

Offline

One more option is ‘Export As PDF’.

As a user or a site administrator, you can share the template offline with a manager by exporting it as a PDF and sharing it with them.

Note: When you export a template as PDF, ensure that the pop-up blocker allows downloads from ENGAGEDLY.