Start Process using Templates

Table of Contents

Process Using Templates #

Shared Templates and Personal Templates are found in the Template tab. A template can be used by clicking it and starting the process from there. Then, a copy of the preset document will be created that you can work on.

If you want to use a shared template, choose the Shared Template tab from the side menu.

Also, you can go directly to My template or Shared Template from the Template menu.

After editing the document’s contents and reviewers to correct process preferences, click the Start Process button to start the approval process.