A third-party contact can be designated as a writer, reviewer, or assignee when creating a document or questionnaire. However, a document or questionnaire 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.
Note:
Note: If the Questionnaire Module is enabled in your PolicyTech system, click the Documents or Questionnaires tab before clicking New Template. (Third-party accounts cannot be enabled in a campaign template.)
Important: If you modified an existing template that has already been assigned to content, owners must reapply the template before they can assign third-party contacts. Refer owners to