All Collections
Approval Manager
Creating Workflow Templates with Approval Manager
Creating Workflow Templates with Approval Manager
Jared avatar
Written by Jared
Updated over a week ago

Using workflow templates gives you the efficiency of quickly applying a workflow to a proof as well as ensuring that there is a consistency in your workflow.

Establishing templates is as easy as creating a workflow for proofs as you put them into Approval Manager. When establishing workflow templates you will determine the steps in the workflow as well as the routing options. In the templates you can also pre-populate the person or people that are going to perform which steps and whether their comments will be public or private.

Once you apply the template to a job you will need to set the date and time the steps are due. You also have the option to change all the settings that are applied in the template.

Did this answer your question?