Copying Workflow templates

Once you have set up a Workflow template, you can copy it to create new templates based on the selected one.

This can save time by creating several similar Workflow templates.

1. From the Manage ribbon, select Workflow Templates
2. Right-click the template you want to copy and select Copy Template.

   The Template ...... - Top Level (Newly Created) window appears.

   You are in the Workflow editor which displays the Workflow template details you have copied.

3. Edit the new template as you wish.

   See Workflow editor.

4. Click Save As in the toolbar to edit the template properties, for example its name, and save it.

   The General tab appears.

   See Workflow template General tab for details.

   Alternatively, click Save to save the new template as it is.