Set up Library sharing between Offorte accounts

Favorites is now called Library. All your existing saved content is still there. No data migration or user action is required. You can connect multiple Offorte accounts and share Library content. This is useful when a head office manages reusable content for multiple locations or members.

You can share these Library items between accounts:

• Proposal templates
• Saved pages
• Saved blocks
• Media Browser

How Library sharing works

Share Library items

Open an item in the Library and turn on Sharing in its settings. A star marks each shared item.

Create share codes

Create a share code in Settings > Library sharing. The other Offorte account can use shared content, but cannot edit or delete it. Only items with Sharing enabled are available.

Send code

Send the account name and share code to the owner of the other Offorte account. Both are required.

Enter a share code and use another account's Library

The owner of the other account goes to Settings > Library sharing and enters the account name and share code. Shared proposal templates, saved pages, saved blocks, and the Media Browser are then available when creating and editing proposals. A star marks shared content.

Please note:

• You must log in again after making the link.
• Shared content does not appear in your Library overview. You see it only when creating a proposal or inserting a saved page or saved block.

Stop sharing

When you delete the share code, the shared Library is no longer available to that account.

Premium subscription

Library sharing with other accounts is a Premium feature. Only the account that shares content, such as the head office, needs Premium. Other accounts can enter the share code and use the shared content.

Each account decides whether to use shared content. If another account also has its own Library and Premium, it can share its content too. This is optional.