Export a Process Template

Export a Process Template.

Export a Process Template

Your user account or group membership must have the following permissions to export a Process Template unless your user account has the Make this user a Super Admin setting selected:

  • Process Templates: Export Process Templates

  • Process Templates: View Process Templates

See the Process Templates permissions or ask your Administrator for assistance.

Follow these steps to export a Process Template:

  1. View all Process Templates. The Templates tab displays.

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