Configuring Workflow Templates

Summary:  Workflow templates can tremendously speed up the process of creating new proofs. If you tend to use the same configuration of stages, reviewers and email notifications, using a workflow template will allow you to populate the fields with just one click.

Available for:  Enterprise edition. New templates can only be created by administrators, but all users can access them when creating proofs. 

Where is the feature setup?

Workflow templates can be created in two different places. 

  • Under "Manage account"  - "Proofing Settings" - "Workflow Templates".
  • Also from the proof creation screen. 

How to create workflow template?

  1. Select a name and the owner for the template.
  2. Define permissions (what can proof creators do)
  3. Add the reviewers, select their notification preferences and configure the stages. 
  4. Click the "Create" button

 Using workflow templates

When creating a new proof, simply click the "Workflow template" button and select the one you wish to apply.  Workflow templates can be adjusted/edited, if needed. 

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Supporting material: