{"id":7475,"date":"2026-10-26T09:55:02","date_gmt":"2026-10-26T09:55:02","guid":{"rendered":"https:\/\/help.archipad.com\/?post_type=kb-article&#038;p=7475"},"modified":"2026-10-29T16:13:58","modified_gmt":"2026-10-29T16:13:58","slug":"share-a-report-template-with-a-collaborator","status":"publish","type":"kb-article","link":"https:\/\/help.archipad.com\/en\/articles\/share-a-report-template-with-a-collaborator\/","title":{"rendered":"Share a Report template with a Collaborator"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Available<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\udda5\ufe0f <strong>Archipad Web<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To allow a Collaborator to Use a Report template, the Template must first be copied to the shared Project.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Copy the Template to the Project<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Open the Project concerned.<\/li>\n\n\n\n<li>Go to the <strong>Report templates<\/strong> menu.<\/li>\n\n\n\n<li>Select the Template to Share.<\/li>\n\n\n\n<li>Click <strong>Copy to Project<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The Template is now available in the Project.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Use the Template from a Collaborator access<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When the Project is shared, the Collaborator can Use the Template directly from the <strong>Reports<\/strong> menu.<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Open the <strong>Reports<\/strong> menu.<\/li>\n\n\n\n<li>Click <strong>+ Report<\/strong>.<\/li>\n\n\n\n<li>The shared Template appears at the top of the List.<\/li>\n\n\n\n<li>Select it to create a new Report.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> the Template must be copied to the Project to be visible to Collaborators.<\/p>\n<\/blockquote>\n","protected":false},"featured_media":0,"template":"","meta":{"kb_article_type":"tutoriel","kb_difficulty":"debutant","kb_objective":"","kb_display_order":"0","kb_last_reviewed":"","kb_product_version":"","kb_helpful_yes":"0","kb_helpful_no":"0","footnotes":""},"kb-platform":[],"kb-category":[269],"class_list":["post-7475","kb-article","type-kb-article","status-publish","hentry","kb-category-generate-and-share-reports-en"],"_links":{"self":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7475","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article"}],"about":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/types\/kb-article"}],"version-history":[{"count":1,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7475\/revisions"}],"predecessor-version":[{"id":7480,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-article\/7475\/revisions\/7480"}],"wp:attachment":[{"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/media?parent=7475"}],"wp:term":[{"taxonomy":"kb-platform","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-platform?post=7475"},{"taxonomy":"kb-category","embeddable":true,"href":"https:\/\/help.archipad.com\/en\/wp-json\/wp\/v2\/kb-category?post=7475"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}