Printing Workflow Templates

Printing Workflow Templates

Workflow Templates may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. It is possible to print a selection of Workflow Templates all at once or just a select Action Card of the Template.

Printing Workflow Templates

  1. Navigate to Workflow > Workflow Setup.
  2. Using the checkboxes, select the template(s) you want to print from the Grid (up to 10).
  3. Click Print in the upper right. A new tab will open and generate the printable view.
  4. Review the contents and either print the report or use the Save As command to export the report to a document format.

Printing a Single Action of a Workflow Template

  1. Navigate to Workflow > Workflow Setup.
  2. Open the template you want to print from the Grid.
  3. Click Print in the upper right of the Action Card. A new tab will open and generate the printable view.
  4. Review the contents and either print the report or use the Save As command to export the report to a document format.
    • Related Articles

    • Printing Actions and Workflows

      Actions may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. Depending on the data you are looking for, this can be done in a few different ways: Print a single Action: ...
    • Workflow Templates Overview

      Workflow Templates drive every Action in AdvisorEngine CRM. Whenever you go to add an Action to a Record, the list of Actions that you choose from is actually a list of every active Workflow Template in your database. Some of these are single-step, ...
    • Creating Workflow Templates

      Before You Begin Before attempting to create Workflow Templates for your firm, be sure to have a solid understanding of the following: Actions Workflow Workflow Templates Planning and Implementing The process of creating an effective Workflow ...
    • Branching Workflow Templates

      When taking a process in your firm and building it into a Workflow Template, you may find yourself confronted with a branching path. If this situation then do this, but otherwise do this other thing. Workflow Templates, on the other hand, are ...
    • Move or Copy a Workflow Between Records

      Workflows may be moved or copied between Records if necessary (This can only be done with entire Workflows, not individual Actions). Open any Workflow in Overview mode. Click Move/Copy or Move/Copy Workflow in the upper right. (The exact label will ...