How to Create a Workflow Template

Training Updated by Training

This article will explain how to create a workflow template.

You must have sufficient role permissions to create a Workflow Template.

Workflow templates help speed up the document process by assigning a user or group to a template, allowing you to workflow all the documents at your practice.

To create a workflow template:

  1. Select Settings > Tasks > Workflow Templates.
  2. Select Create New Template.
  3. Enter the Name of your Workflow Template.
  4. Add any additional Notes and Status.
  5. Fill in the options under Template Available When and Template Options.
  6. Select Auto Start to make the filing process quicker.
  7. Select Add Reviewers to add the user or groups you would like to receive the workflow.
  8. Select Create.

If you would prefer to watch a video to understand the steps, please take a look at the article linked below.

How did we do?

How to create a Workflow Template (video)

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