We have a custom quote entity in CRM and I have created a document word template to be used with it.
So it now works but just for me personally. When I am in a record for this entity and clicks "Word templates".
I can choose the template that I have previously created. It's visible to choose. It gets downloaded and Word opens up with all the entity data filled in. So that's all fine.
However, I want other users in our organization to be able to do the same. I have setup security settings so they have access to the custom entity and then I tried to share the document template (which is private) with these users. However, they can not see the document template when clicking "Create Word template" in the entity.
I then tried to upload the template as a "system template" instead of a "private document template" that I shared. That didn't help either.
So my question is - How do I make the word template for this entity available for the other users?
Thanks in advance.