Summary: Workflow templates can tremendously speed up the proof creation process. If you tend to use the same configuration of stages, reviewers, and email notifications, using a workflow template will allow you to populate the fields with just a few clicks.

Available for: Enterprise edition. New templates can only be created by administrators, but all users can access them when creating proofs.

This article outlines the following features:

  1. Where can workflow templates be configured

  2. How to configure & manage Workflow Templates

  3. Using Workflow Templates when creating proofs


Workflow Configuration

Workflow templates can be created in two different places.

  • Under Settings > Proofing Settings > Workflow Templates.

  • Also from the proof creation screen.


How do I create a Workflow Template?

  1. Select a template name. You may assign ownership to any other account administrator.

  2. Define permissions. You may pick and choose what proof creators can or cannot do.
    Please note:

    When the option to Add stages is disabled in the Workflow Template, users cannot see the Workflow template button on a proof with this Template applied.

    When the option to Remove stages is disabled in the Workflow Template, users cannot replace this Workflow template when applied to the proof.

  3. Add the reviewers, select their permissions & notification preferences and configure the stages. Scroll down and read (Add stages paragraph) or visit this article for more details about stages configuration.

  4. Click the Create button


Using Workflow Templates

When creating a new proof, simply click the Workflow template button to open an alphabetical list of existing templates and select the one you wish to apply. Workflow templates can be adjusted/edited if needed.

Supporting material:

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