Saving a workflow as a template
To begin, you'll need to add at least one stage and an approver to the workflow. You will see a More menu appear that displays proofing-specific settings for your action card.
Choose Save as template to use this specific approval workflow again in the future.
Managing your approval templates
Approval Templates are stored in the Approval tab in the Templates Menu in Workspace Settings which can be accessed through the Profile Dropdown Menu in the top right corner.
From here you are able to easily create new approval templates, and edit, duplicate or delete existing templates.
Applying an approval template
You can select approval templates for application to the card by using the same More dropdown. When you choose Apply template, the template modal will open. You also have the option to preview or delete your template from this screen.
Save an Approval Template with an External Approver
If the same external approver is approving multiple proofs, you can now save that round as a template!
You can do this by saving the Round by clicking the "Save as a template".
Then you can use the Apply Template to quickly populate the Round with that External Approver!
