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How do you add a Web-to-print template to a Workflow?

Follow Print

Note - the following steps can only be executed by the Account Administrators of your environment:

Step 1) Go to Settings > Workflow > Preset Management

 

Step 2) Click on the button "Add preset"

 

Step 3) Tick the box "Use own templates" and select the preferred template(s). You can change the chosen template by clicking on edit.

 

 

The next time when users start this particular preset, they will be able to select and fill a template.

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