---
title: "Share documents and templates with your team"
description: "Share any of your documents or templates with your team so colleagues can open, fill and edit them, and stop sharing at any time. Ownership never changes."
url: https://help.pdfbetter.com/teams/share-documents-with-team/
collection: "Teams"
section: "Working together"
updated: 2026-10-18
publisher: "PDFBetter (AI Generated Inc.)"
---

# Share documents and templates with your team

> Open a document's row menu and choose **Share with team**. Teammates find it under the sidebar's **Team** → **Documents** (or **Templates**). Choose **Stop sharing with team** to make it personal again.

- Available on: Business

Do it in PDFBetter: https://pdfbetter.com/app/documents/

Your documents are personal until you share them. Sharing with the team doesn't copy the document or change its owner: everyone on the team works on the same document.

## Share a document

1. **Find the document**: Open **Documents** from the sidebar and find the document.
2. **Open its menu**: Click the actions menu on the document's row.
3. **Share it**: Choose **Share with team**. You'll see **Shared with your team**.

To stop, open the same menu and choose **Stop sharing with team**. Only the document's owner sees these options.

## Share a template

1. **Save the document as a template**: In the document's row menu, choose **Save as template**. Each use of a [template](https://help.pdfbetter.com/forms/reusable-form-templates/) creates a fresh copy, so the template itself never changes.
2. **Share the template**: Open the template's menu in **Documents** and choose **Share with team**.
3. **Use it**: Teammates find it on the **Templates** page under the **Team** tab, or in the sidebar under **Team** → **Templates**.

## What teammates can do

- Open, fill and edit shared documents in the editor, and use them like their own.
- Use shared templates; each use makes them their own fresh copy.
- Not stop sharing, move the document to the trash, or take ownership. Those stay with the owner.

> **Note:** Only documents and templates can be shared with a team today. Workspaces, workflows and extraction schemas stay personal to the person who created them.

### Where are the team's documents in my list?

In **Documents** with the switcher on **Everything**, or only the team's with the switcher on your team's name. See [Switch between personal and team documents](https://help.pdfbetter.com/teams/switch-personal-team-documents/).

### What happens to a shared document if its owner leaves?

It stays shared with the team, and the person who left still owns it.

## Related articles

- [Switch between personal and team documents](https://help.pdfbetter.com/teams/switch-personal-team-documents.md): Click your name at the top of the sidebar and, under Show documents from, pick Everything, Personal or your team's name. The sidebar's Team section also links straight to team documents and templates.
- [Team roles: owner, admin and member](https://help.pdfbetter.com/teams/team-roles-permissions.md): Teams have three roles. The Owner manages billing, roles and everyone; Admins invite and remove members and edit branding; Members use the team's documents, templates and plan.
- [Remove a member or leave a team](https://help.pdfbetter.com/teams/remove-team-member.md): In Settings → Team & branding, click the remove icon on the person's row and confirm Remove. To leave, click it on your own row and confirm Leave team. People keep their own documents; documents shared with the team stay with the team.
- [Save a form as a reusable template](https://help.pdfbetter.com/forms/reusable-form-templates.md): Choose Done → Save as template in the editor, or Save as template from a document's menu in My documents. Open it later from Templates with Use template: each use creates a new document and the template stays unchanged.
- [Find and organize your documents: folders, tags, search and trash](https://help.pdfbetter.com/getting-started/find-organize-documents.md): Everything you upload, create, sign or send is in My documents. Sort it into folders and tags, filter by status or name, and search everything with ⌘K. Deleted documents stay in Trash for 30 days, where you can restore them.

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Source: https://help.pdfbetter.com/teams/share-documents-with-team/ · PDFBetter Help Center · Last checked against the product 2026-10-18. Questions: support@pdfbetter.com