As mentioned here, the Template Library is where you can access both the templates in your account and those created by trusted sources.
Using the Library is simple and intuitive.
The Library is split into two tabs:
- My Library - all the templates that have already been added to your company's account
- Verified - templates from trusted sources (e.g., insurers, manufacturers) that are available for you to browse and add
Both tabs include filters and a search bar so you can quickly narrow things down and find exactly what you’re looking for.
Clicking on a template opens a detail modal where you can review its contents:
To add a template to your library, just click the “+” icon atop the template's card: