Copying Workflows


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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflows > Copying Workflows

This procedure Copies the settings of an existing workflow to a new workflow.

 

Perform the following steps:

1.Use your administrator login credentials to open the Document Metadata and Workflow Configuration section in DMS Administration.

 

2.Click Workflows to open the Workflow Admin page.

 

3.Select a workflow radio button in the Existing Workflows section; then, click Copy.

 

4.On the Copy Workflow page, define a name for the new workflow; then, click Copy.

 

5.The new workflow displays in the Existing workflows section.

 

 

 

 

 

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