How to create a Workflow Template (video)

Training Updated by Training

This article will demonstrate how to configure Workflow Templates.

In the Filing screen, the system enables users to use Workflow templates to simplify and streamline the filing and workflow process.

Templates can be created to replicate all paths for review when filing, to reduce the possibility of time consuming manual selection and mistakes being made.

The video guides you through the steps to configure a workflow template.

Select Play to discover more.

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If you would prefer to follow the steps described in the video, please take a look at the article linked below.

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How to Create a Workflow Template

How to Use Auto Start in a Workflow Template

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