Available to Manager and Administrator.
You can upload Workflow Templates that were previously downloaded from Documill Leap, as ZIP files (see Download Workflow Templates).
Upload a Workflow Template
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Go to Workflows page.
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Click the chevron [v] button next to [Create a new Workflow].
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Click [Upload Workflows] option.
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Select the ZIP file(s) of the previously downloaded Workflow Templates.
The uploaded Workflow Templates appear in the Workflows list.
What happens to an uploaded Workflow Template
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Name conflicts: Documill Leap allows Workflow Templates to share a name. If a Workflow Template with the same name already exists, the uploaded one is added alongside it and keeps its original name.
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Groups: Groups are matched by name and applied to the uploaded Workflow Template.
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Assigned collaborators: Collaborators are matched by email and assigned to their steps.
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Attached documents: Always carried over.