> ## Documentation Index
> Fetch the complete documentation index at: https://support.hirify.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Share a template and import a scorecard

> Make a template visible to your team, set the one that applies by default, and import a scorecard from your ATS

A template can stay yours or serve the whole team. This page explains how to set its visibility, choose the one that applies by default, and reuse a scorecard you already have in your ATS.

## Personal or Team: who sees your templates

The list on the left of the **Notes templates** page sorts templates into three groups.

| Group                 | Who sees it                                                                                 |
| --------------------- | ------------------------------------------------------------------------------------------- |
| **Personal**          | Only you. The list says so: "Only visible to you".                                          |
| **Team**              | All members of your organization. On a colleague's template, their name shows on the right. |
| **Curated by Hirify** | Everyone. These are the examples that come with the product.                                |

## Share a template with your team

Visibility is set in the editor, at the top right, with two tabs: **Team** and **Personal**.

<Steps>
  <Step title="Open the template">
    Click its name in the list on the left.
  </Step>

  <Step title="Switch the visibility">
    Under **Visibility**, click **Team** to share it, or **Personal** to keep it to yourself.
  </Step>

  <Step title="Save">
    Click **Save**. The template moves to its new group in the list.
  </Step>
</Steps>

<Note>
  A newly created template is set to **Team**. If you want one to stay private, switch the visibility before saving.
</Note>

A template shared by a colleague opens read-only. You see its structure, questions, and instructions, under "Shared by" followed by their name. The **Duplicate** button gives you an editable copy in your templates. The original stays managed by its creator. On a template curated by Hirify, the same button reads **Customize**.

## Set your default template

The default template applies to your interviews when no template was chosen. This setting is personal. It doesn't apply to anyone else.

<Tabs>
  <Tab title="On a template you edit">
    Open the template. At the bottom of the editor, next to **Cancel**, turn on the **Default template** toggle.
  </Tab>

  <Tab title="On an example or a shared template">
    Open it from the list. Under its title, turn on the **Use as default** toggle, described as "Applied to your interviews when no template is chosen."
  </Tab>
</Tabs>

The selected template carries the **Default** badge in the list on the left. Only one can be the default: setting another one replaces the previous one. Turning the toggle off removes the default. Interviews without a template then get interview notes structured from their content alone, provided the analysis completed and the conversation has enough substance to summarize.

One exception: on an interview created from your ATS, the default template set in its [automations](/en/integrations/ats-automations) takes precedence over yours.

## Import a scorecard from your ATS

If your ATS exposes its scorecards, you can reuse one as a template instead of typing it in again.

<Steps>
  <Step title="Start a new template">
    On **Notes templates**, click the **+** button.
  </Step>

  <Step title="Open the list of scorecards">
    At the very bottom of the pane, click **import a scorecard from your ATS**. This link only appears if scorecards are available.
  </Step>

  <Step title="Choose the scorecard">
    Each card shows the scorecard's name and its size, in themes and questions. Click the one you want.
  </Step>

  <Step title="Import">
    Click **Import this scorecard**. The template is created and opens right away in the editor, where you can adjust it.
  </Step>
</Steps>

On import, each theme of the scorecard becomes a field of the template, its questions guide the writing, and a summary section is added with an overall opinion, strengths, and points of caution. The resulting template carries the **ATS** badge in the list.

<Warning>
  Importing a scorecard doesn't link anything: the interview notes it produces stay in Hirify. Sending them to your ATS goes through sharing the analysis from the interview's ATS panel, whether you use a scorecard or not. See [Share the analysis](/en/integrations/send-to-your-ats).
</Warning>

## Update a scorecard you already imported

A scorecard you already imported carries the **Imported** badge. Select it again. This time the button reads **Update import**, and the existing template is realigned with the scorecard as it currently stands in your ATS.

If a colleague imported it before you, the card reads **Imported by a member** and can't be selected. Ask them to share their template with the team, or duplicate it from the list.

## Good to know

* Only some ATSs expose their scorecards. When yours doesn't, or when no connection is active, the import link doesn't appear.
* An organization has only one active ATS connection.
* Sharing a template shares the outline, not the interview notes. What each person sees of the interviews depends on their role, described in [Roles and access](/en/getting-started/roles-and-access).
* From the list, you can only delete or duplicate your own templates. A colleague's templates open read-only.
* Deleting a template doesn't delete the interview notes already written with it.

<CardGroup cols={2}>
  <Card title="Create a template" icon="table-list" href="/en/notes/create-a-template">
    Sections, questions, answer types, and instructions.
  </Card>

  <Card title="Connect your ATS" icon="plug" href="/en/integrations/connect-your-ats">
    SmartRecruiters, Teamtailor, Nicoka.
  </Card>
</CardGroup>