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Conga Support

Copying a Workflow Template

The Copy feature is a quick and easy way to create a new workflow template using an existing, similar workflow template.  Once you create the duplicate template, you can rename it, edit the steps appropriately, update the restrictions, and edit the template's properties.

1.  Click Admin in the Navigation Toolbar, and click the Workflow link.

2.  In the Workflows menu, click Workflow Templates.

3.  In the Workflow Templates browse screen, click New in the toolbar.

4.  In the Workflow Template Edit screen, click Copy in the toolbar.

5.  In the Copy Workflow Template prompt:

  • Make a selection in the Copy Template list.
  • Click Copy.

6.  When the screen refreshes, displaying the copied workflow template, update the name of the template in the Template Name field.

 If you do not change the name of the template, you will have two workflow templates with the same name.

7.  Make the appropriate edits to the new template, including the restrictions for using the template.

8.  Click Save.