Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Insert Steps - Template

To add templates to the Workflow, access the Insert Steps tab and select Template:

The Add Template Steps dialog displays, as shown below:

Choose where you want to add the template and which template you want to add. To add the template to multiple steps, choose the desired steps in the Also Apply To drop-down.

For information about Template Step Settings, see Template Step Settings.

Published:

Insert Steps - Template

To add templates to the Workflow, access the Insert Steps tab and select Template:

The Add Template Steps dialog displays, as shown below:

Choose where you want to add the template and which template you want to add. To add the template to multiple steps, choose the desired steps in the Also Apply To drop-down.

For information about Template Step Settings, see Template Step Settings.

For an optimal Community experience, Please view on Desktop
Powered by Zendesk