Content Manager 25.1 Content Manager

# Working with Workflow templates

1. On the Manage ribbon, click Workflow Templates
2. Right-click for the options specific to Workflow templates:
   - New Template - create new Workflow templates.

     See Creating Workflow templates.

   - Copy Template - copy a selected template to modify it and create a second one based on the first one.

     See Copying Workflow templates.

   - Open With Workflow Editor - open and modify the selected Workflow template.

     See Modifying Workflow templates.

   - Lock / Unlock - locks and unlocks the Workflow template.

     Available only for users with user type Administrator with appropriate permissions.
     See About Workflow and Action tracking permissions.
     You cannot change a Workflow template that is locked.

   - Security and Audit - for the security and audit functions:
     - Security/Access - to set access permissions for the template or edit security levels or caveats on templates.

       See Security/Access command.

     - Copied Access Controls - controls about who can copy the Workflow template
     - View Rights - displays the security details like permissions and Access Controls for the template and the current user.
       See View Rights command.
     - Active Audit Events - to view the movement history or any other events or functions that have been performed on the template. See Viewing active audit events for a record.
   - Delete - delete the selected Workflow template.

     See Removing Workflow templates.

   - Send To - for the commands:
     - Print Report - to print the template metadata details. Nominate a report layout for printing.
     - Print Merge - to select the data to send to a print merge file
     - Export XML - to export the template details to an .xml file
     - Favourites - adds the template to your list of favourite templates
   - Properties - see Creating Workflow templates

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Working with Workflow templates