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How do I use Workflow Templates?

Know how to use workflow templates.

Centrally store templates for workflow configurations: Conditions, Document Builder, Pre-population, Mapping, Notifications, CSS Attachments. For example, you may create a set of prepopulation rules that you wish to apply to multiple stages in your workflow. Simply create a template, and bulk apply to any stage or relationship. If the template requires a change, modify it in one central location and the entire workflow will update.


 Create a workflow template:

  1. Within Designer, navigate to Workflow Options >> Workflow templates
  2. Choose a template category from the top menu and click ‘Add’ in the bottom right


3. Create a new template (showing example of a prepopulation rule template) and save.


4. Click ‘links’ and use the multi-select to add the link to any stage or relationship