Workflow templates are a great way to save your favorite workflows, share them with your team and others to use, and to save huge time when creating proofs.
There are two ways to create a workflow template:
Create a workflow: Option 1 – under workflows
Click your avatar and in the main menu select workflows.
Click create new workflow and add an approver, then any reviewers along with setting their permissions. Remember, you can add any number of reviewers, and steps to your workflow template.
Name the workflow template to save it.
Create a workflow: Option 2 – during proof setup
In the proof setup screen in the reviewers section, click add reviewers and select new workflow.
Set up your workflow (add your reviewers and an approver) and when you’re ready, click the three dots icon and select save as a new workflow template.
After you have named your template it will be found under your workflows.