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Copy a workflow template

Follow these steps to copy a workflow template.

  1. From the Navigation bar under Appraisals, select Manage Workflow Templates.
  2. Click the Copy link next to the Workflow Template you want to copy.

  3. Enter a unique name for the workflow.
  4. Optionally select a different Narrative Set.

    By default, the template is named Copy of X, where X is the original template name.

  5. Click Save as Draft.