Teams often need more than one person involved in building and maintaining templates — whether that's internal reviewers, external consultants, or clients who just need visibility. This release makes that easier with template comments, template viewers, and a more flexible template library.
💬 Universal template comments
You can now leave comments on a template at any time — not just when it's in review.
Previously, comments were only available as part of the review request flow. Now any team member with edit access can open the template builder and add a comment whenever they need to flag something, share context, or kick off a discussion.
Comments support line breaks making it easier to write clear, structured feedback without losing context.
How it works
- Open any template in the template builder
- Click the comments panel
- Add a comment — it'll be visible to anyone with access to the template
👁️ Template viewers
You can now grant companies view-only access to a template directly from the template library.
This is useful when you want to keep clients, consultants, or partner companies across the structure and activity of a template — without giving them the ability to make changes or leave comments. Viewers can see all revisions of the template and it will appear in their own template library in read-only mode.
How it works
- Open a template from the library, or select multiple templates
- Open the right-hand panel and add a Template Viewer company
- The template will appear in that company's template library with read-only access
Note:
Template viewers only get access to the template itself, not any Visis created from it. If you need someone to see those too, you'll need to add them as a viewer at the Visi level separately.🗂️ Template library improvements
A few changes to make the library easier to work with:
- Bulk Template viewer assignment— select multiple templates and assign template viewers in one go, rather than template by template
- Clearer action menus— the actions available in the library now reflect what your role and permissions actually allow, reducing confusion about what you can and can't do
- Configurable columns— toggle columns on or off to surface what matters to your workflow.
