External Sharing lets you copy email templates, text templates, series templates, files and videos into another VipeCloud account, even if that person is not on your team or in your organization. It works well for independent people who collaborate, such as franchise consultants, partner organizations, or sales reps who each run their own account.

Content is copied, not linked. The recipient gets their own version to edit, and nothing they do affects your original.

You can copy these items into another VipeCloud account:

Everything else stays in your account. External Sharing cannot copy sign up forms, automations, schedulers, contracts, communities, AI conversation templates, QR codes, pipelines, custom fields, tags, filter views, contacts or contact lists.

Template folders can't be shared as a whole. Open the folder and select the templates inside it instead.

You can only share your own original work. A template that was copied into your account by someone else, such as an admin or another account, usually can't be shared onward.

Approving someone does not give them access to anything in your account. Nothing is shared until you copy a specific item to them.

Each user has their own share link. If your link shows (Disabled), External Sharing has been turned off for you by your account owner.

The External Sharing page is in Settings and holds every external sharing control for your account.

When someone sends you a request through your link, you'll get an email titled "VipeCloud: External Sharing Request." They'll appear in your External Users tab with a Pending status.

Their status changes to Active, and they now appear as an option when you copy content. The other person does not get an email when you approve them, so let them know directly.

To turn down a request, click Deny instead. You can change your mind later by clicking Enable on that row.

Each approved external user has an Allow Sharing My Assets toggle in the Your External Users tab. It is off by default, which means they can't share your content with other accounts.

Turn it on if you're comfortable with them passing your content along to other VipeCloud accounts. This toggle only controls sharing with other accounts. It does not stop them from copying your content to users inside their own account.

This works for email templates, text templates and series templates. You need at least one approved external user first.

To send to everyone you've approved at once, select External: All External Users in the recipient list.

The success message appears even if a template couldn't be copied, so check your Sharing Logs afterward.

Files and videos do not appear in your Sharing Logs. Ask the recipient to confirm they received them.

Updates never sync automatically. If you change your template after sharing it, the recipient's copy stays the same.

How re-sending works depends on the item:

A successful share reads "You copied the email template [name] to [recipient] on [date]." If the copy failed, you'll see an error on that row. The most common cause is that the template isn't your original work, or the person's access is no longer Active.

Disabling stops you from sending them anything new. Anything you already copied to them stays in their account. To restore access later, click Enable on the same row.

If someone wants to share content with you, they'll send you their share link.

Your request is connected to the account you're logged in to, so make sure you're in the right account before opening the link.

You can check the status under Your Requests To Others on your own External Sharing page. You won't get an email when you're approved, and anything they copy to you will show up in your account without a notification.

Your Requests To Others also has Rescind and Disconnect buttons. Use them carefully - once you rescind a request or disconnect from someone, you can't reconnect with them yourself.

Only the account owner can see this setting.

Turning this off blocks the account owner too, so add yourself as an exception if you still want to share. Blocked users can no longer send content to other accounts, but they can still request and receive content from others.

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