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How to create a Digest from a template
How to create a Digest from a template

Create a Digest from templates created by us, or your team.

Paige McPheely avatar
Written by Paige McPheely
Updated over a week ago

This article outlines the steps to create new a Digest from a template, and how to share templates with your team (only available with Paid Accounts).

  1. Navigate to Digest Builder using the Feature Selection Menu.

  2. Locate and click the "+ New Digest" button.


  3. Click "Create from Template"

  4. Once you have found the proper template, fill in and replace content with information for your executive.

NOTE: All templates created by you will appear under the tab "Created by Me," all templates created and shared by your Team will appear under the tab "Shared With Me," and all templates created by Base will appear under the tab "Inspiration." All templates will be listed under the tab "All."

To make templates created by you visible for your team:

  1. Locate the template within "Created by Me," only templates created by you can be shared to your team.

  2. Click the ellipses icon in the top right corner of the template.

  3. Select "Make visible to account."

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