You have a few options - you can easily share within your team, but you can also share with friends outside you team via a special link or code.

Want to share your favourite templates or time-saving snippets with colleagues? Or maybe you’ve been sent a custom form by a fellow vet and want to start using it yourself? With CoVet’s Sharing Center, you can easily share and import content (templates, snippets, and more)across teams and clinics.

In this guide, Dr. Mike Mossop walks you through everything you need to know about the Sharing Center, including how to share content, manage permissions, and receive shared items.

What Is the Sharing Center?

The Sharing Center is your hub for collaboration in CoVet. It lets you:

• Share templates and snippets with teammates or other clinics
  

• Receive content via direct links or unique share codes
  

• Manage team sharing permissions
  
  

Whether you're collaborating with your team or borrowing a resource from a colleague, the Sharing Center keeps everything organized and accessible.

Where to Find the Sharing Center

1. Click on the Account tab in the CoVet app.
   

2. Go to “Account Management.”
   

3. Select “Sharing Center.”
   
   

From here, you can:

• View content shared by you
  

• Browse content shared with you
  

• Search by name or content type (e.g., Templates, Snippets)
  
  

How to Share Content

You can share directly from an individual template or snippet.

Step-by-Step:

1. Go to your Templates or Snippets page.
   

2. Find the content you want to share.
   

3. Click the three-dot icon (…) next to the item.
   

4. Choose “Share.”
   

5. Select how you want to share:
   
   

   • Link or Code: The recipient can paste it into their app.
     
     

   • Team: Choose your team(s) and set permission levels.
     
     

Tip: Shared copies are independent—changes made by the recipient won’t affect your original version.

Managing Permissions

When sharing with teams, you can control how the content is used:

• Read-Only: Team members can view but not edit the original.
  

• Editable: Team members can make changes (which reflect for the entire team).
  

• Owner: You retain full control and can adjust permissions.
  
  

Be cautious with editable shares—they apply to everyone on the team.

How to Receive Shared Content

You can receive shared content in a few ways:

1. Team Sharing

If someone shares content with your team, it will automatically appear in your templates or snippets once you're logged in.

2. Link or Code

If someone sends you a link or a share code, follow these steps:

To use a code:

1. Go to the Sharing Center.
   

2. Click “Import by Code.”
   

3. Paste the code into the box and submit.
   
   

To use a link:

Simply click the link while logged in to CoVet. The content will be added automatically.

Once imported, you’ll see the item in your Custom Templates or Snippets section. You can then:

• Edit it as needed
  

• Save it to your collection
  

• Use it as a starting point for your own records
  
  

Why Use the Sharing Center?

• Save time by using pre-built resources
  

• Collaborate across clinics and teams
  

• Build shared libraries of templates/snippets to streamline workflows
  
  

Whether you're a solo vet or part of a multi-location team, the Sharing Center is a powerful way to enhance productivity and knowledge-sharing.