📌 Biz Templates


What is it?

This module is designed to gather up all of the templates that you've created in YOUR OWN business. Now while of course this could be things like PDFs and things you've made for your audience, the intention behind this was to create a central repository for all the templates you have that are required to do your job everyday. Things like emails, forms, designs, and code snippets that you may use throughout your business.

Usability Checklist

Have you done all of this?

  • Input all of your business templates
  • Created new types and tabs as needed

How do I use it?

This is pretty simple! Input all of your templates so that you have them all in one place and can easily be shared with your team!


1. Click "📌 Biz Templates"




2. Your default tab is "All Templates" and everything is grouped by "Template Type"




3. You can navigate across the tabs at the top to see only certain types of templates.




Create New

4. To add a new template to your library, click "Add Template"




5. Fill out the form and click "Create"


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