Duplicate (copy) a workflow template

Begin by clicking “Workflows” on the left navigation bar.
 workflows-sidebar
Inside the Workflow view, select workflow you would like to duplicate.   For this example, we will use the “Generic Closing” workflow.
Click on the green Double Paper icon.  This copies all the tasks in the workflow to its new template.

workflow-duplicate-button3

Click “Copy” to duplicate all the task in the workflow.

workflow-copy-modal

All the tasks will be copied into a new workflow template.  Make sure to change the name of the workflow.  You can then add any additional tasks as you would with a new workflow.

workflow-edit-name

 

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