Enabling Third-Party Contact Assignments in a Template
A third-party contact can be designated as a writer, reviewer, or assignee when creating a document or assessment. However, a document or assessment owner can assign third-party contacts to a content item only after you enable that functionality in the template assigned to that item.
Important: Do not enable third-party contacts for a template used to create sensitive content. This will help prevent owners from accidentally or maliciously assigning third-party contacts to that content.
Enable Third-Party Contact Assignments in a Template
- Click Settings & Tools > Content Setup, and then click Templates.
- Do one of the following:
- Click an existing template to open it.
- Click New Template, type a title, click Save, and then open it.
Note: Third-party accounts cannot be enabled in a campaign template.
- From the Properties Wizard tab, in Template Setup, click Advanced Settings.
- Under Third-Party Accounts, select Enabled.
- (Optional) If this is a new template, finish setting up the template.
- Click Save and Close.
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