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Share Templates with Other Organisations
For Editors and Admins.
Templates can be shared between organisations using an 8-character share code. The sending organisation generates the code; the receiving organisation redeems it.
Share a template
- On the Inspection Card Templates screen, open the menu (⋯) on the template you want to share.
- Tap Share…
- The Share sheet opens with two tabs: Shared with and Share links.
Generate a share link
- Go to the Share links tab.
- Tap + Generate share link.
- An 8-character code appears, e.g.
A3FX92KZ. - Tap Copy and send the code to the other organisation (email, chat, etc.).
The code is also listed under Share links for future reference, with its redemption status.
📸 Screenshot — Share links tab with a generated code
The Share sheet open on the "Share links" tab, showing a newly generated code displayed prominently (large monospaced font) with the Copy button next to it. Below should show at least one older invite in the list, marked as "Not yet redeemed" or "Redeemed [date]".
Share codes expire. If the receiving org reports "code not found" or "expired", generate a new one.
View active shares
The Shared with tab lists every organisation that has redeemed a code and currently has access. Each entry shows the organisation ID and the date the share was granted.
📸 Screenshot — Shared with tab
The Share sheet open on the "Shared with" tab, showing at least one organisation listed with a Revoke button next to it.
Revoke access
In the Shared with tab, tap Revoke next to an organisation. The template is immediately removed from that org's template list.
Redeem a share code (receiving org)
When another organisation sends you a share code:
- On the Inspection Card Templates screen, tap Redeem (top-right of the header).
- The Redeem Share dialog opens. Enter the 8-character code.
- A preview shows the template name and the sending organisation.
- Confirm to add the template to your Shared with your organisation section.
📸 Screenshot — Redeem Share dialog
The Redeem Share modal open, with an 8-character code entered in the input field and the template preview (template name + sharing org name) visible below. Show the Confirm button.
Shared templates appear with a Shared by [Org Name] badge on the home screen and can be run like your own templates.
Remove a shared template
To remove a shared template from your list, open its menu (⋯) and tap Remove from list. This does not affect the original template in the sending organisation.
What gets shared
The share grants read access to the template at its current published state. The receiving org sees the template as a reference — they cannot edit it. If the sending org updates and republishes the template, the shared version updates too.