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Duplicating Templates
Jared avatar
Written by Jared
Updated over 5 years ago

As you create your workflow templates, you may find that templates follow a similar process. For example, maybe you're print and digital ad templates are nearly identical to eachother.

In a situation like this, it may be more practical to make a copy of one workflow and then edit the copy, rather than creating a new template from scratch.
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This is simple to do. Here's how.

  • Click 'Configuration' in the Workgroups Toolbar

Screen_Shot_2017-04-03_at_11.17.40_AM.png
  • Then, select 'Advanced Workflow and Scheduling' from the drop down list.

Choose_Advanced_Workflow___Scheduling.png
  • Now, open up your Template List

Template_List.png
  • Select your template and click the 'Duplicate Template' button

Duplicate_Button.png
  • Give your new template a name and click 'OK'

Enter_Template_Name.png
  • Click 'Search' to refresh your template list.

Search_to_Refresh.png
  • Now, you can edit your new template as needed

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