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Deleting and duplicating a workflow template
Deleting and duplicating a workflow template

When managing your workflow templates, you might like to duplicate a workflow template, or delete templates that are no longer used.

Gemma avatar
Written by Gemma
Updated over a week ago

You can delete a workflow template if you no longer require it (it won’t affect existing proofs), and duplicate a workflow template to use it as a starting base for a new template. You can perform both these functions to templates that you have created, and ones that have been shared with you by another template owner.

To delete or duplicate a workflow template

Step 1

Click your avatar at the top right and select workflows.

Main menu

You will now see the templates you have created under the heading my templates, and those that are shared with you under the heading shared with me

Workflow template tiles

Step 2

Hover over the template and click the duplicate icon or delete icon.

Duplicate and delete icons on the workflow template tile

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