Unable to Generate Link for Workbook Template

Lidiia T. · 2026-01-09T22:28:04.500Z

Hi guys — I’m not able to generate a link to copy a template for the entire workbook. This used to work before. Is anyone else experiencing the same issue, or is this just a UI change?

Unable to Generate Link for Workbook Template | Clay

12 comments

· Sorted by Oldest

Clay Support
APP
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The workbook template sharing feature is still available! To generate a shareable link for your entire workbook:
1. Click on your workbook's title at the top to access workbook settings [1]
2. Toggle on "Share as Template"
3. Click "Turn on sharing" to enable it [2]
4. Copy the public link that's generated
If you're in graph view, you can also click on the template name again and look for "share as template" in the top right corner .
The functionality hasn't been removed - it might just be in a slightly different location than you remember!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need help with generating the shareable link for your workbook template, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific issues you’re encountering?
Lidiia T.
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there is no Edit option of the workbook, from where i can turn on sharing
Clay Support
APP
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·
I see the issue! You're looking in the wrong dropdown menu. The "Share as Template" option isn't in that workbook actions menu.
Here's where to find it:
For workbooks: Click directly on your workbook title at the top of the page (not the dropdown arrow). This opens workbook settings where you'll see "Share as Template" toggle. [1]
Alternative method: If you're in graph view, click on the template name again and look for "share as template" in the top right corner.
The dropdown you showed is for workbook management actions (rename, duplicate, etc.) - sharing is accessed through the workbook settings instead. [2]
Clay Support
APP
·
·
Did that answer your question?
Lidiia T.
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·
i did that. and i dont see it still
Clay Support
APP
·
·
I'm sorry for the trouble you're experiencing. I'll connect you to a human agent who can assist you further with this issue.
Clay Support
APP
·
·
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

image.png(93 kB)
Ariana (.
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Hi Lidiia, thanks for reaching out. When you go to the Table Settings (bottom right > cog icon) do you see the option for Share as Template? When it is toggled on, are you seeing an error or is it blank? Could you also please share the URL link to the table, I'd love to try this on my side as well!
Lidiia T.
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Ariana (., thanks for getting back to me. No i dont see it. Weirdly enough there is not workbook settings are available for me. While a week ago they were. So what i am interested in is to have a template for a whole workflow and not just a separate table. https://app.clay.com/workspaces/243495/workbooks/wb_0svt0favrFZpBx2NmVq
Aditi S.
·
·
Hi Lidiia - thanks so much for reaching out and for your patience here.
I believe this should be restored now and you should be able to share a workbook as a template again:

Clay Support
APP
·
·
The workbook template sharing feature is still available! To generate a shareable link for your entire workbook:
1. Click on your workbook's title at the top to access workbook settings [1]
2. Toggle on "Share as Template"
3. Click "Turn on sharing" to enable it [2]
4. Copy the public link that's generated
If you're in graph view, you can also click on the template name again and look for "share as template" in the top right corner .
The functionality hasn't been removed - it might just be in a slightly different location than you remember!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need help with generating the shareable link for your workbook template, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific issues you’re encountering?
Lidiia T.
·
·
there is no Edit option of the workbook, from where i can turn on sharing
Clay Support
APP
·
·
I see the issue! You're looking in the wrong dropdown menu. The "Share as Template" option isn't in that workbook actions menu.
Here's where to find it:
For workbooks: Click directly on your workbook title at the top of the page (not the dropdown arrow). This opens workbook settings where you'll see "Share as Template" toggle. [1]
Alternative method: If you're in graph view, click on the template name again and look for "share as template" in the top right corner.
The dropdown you showed is for workbook management actions (rename, duplicate, etc.) - sharing is accessed through the workbook settings instead. [2]
Clay Support
APP
·
·
Did that answer your question?
Lidiia T.
·
·
i did that. and i dont see it still
Clay Support
APP
·
·
I'm sorry for the trouble you're experiencing. I'll connect you to a human agent who can assist you further with this issue.
Clay Support
APP
·
·
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

image.png(93 kB)
Ariana (.
·
·
Hi Lidiia, thanks for reaching out. When you go to the Table Settings (bottom right > cog icon) do you see the option for Share as Template? When it is toggled on, are you seeing an error or is it blank? Could you also please share the URL link to the table, I'd love to try this on my side as well!
Lidiia T.
·
·
Ariana (., thanks for getting back to me. No i dont see it. Weirdly enough there is not workbook settings are available for me. While a week ago they were. So what i am interested in is to have a template for a whole workflow and not just a separate table. https://app.clay.com/workspaces/243495/workbooks/wb_0svt0favrFZpBx2NmVq
Aditi S.
·
·
Hi Lidiia - thanks so much for reaching out and for your patience here.
I believe this should be restored now and you should be able to share a workbook as a template again: