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.

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.

Did this answer your question?