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Use the Configure Workflow Templates dialog box to create, edit, and delete workflow templates. For more information about the Workflow Template Editor, see the Prinergy Evo Quick Reference Card 2.

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To Do This

Do This

Create a workflow

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    In the Process Viewer, select Configure > Workflow Templates.
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    Click New.
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    In the Workflow Template Editor, click a process template (for example, a refine to PDF process template) or a control step and drag it to the assembly pane.
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    After you add the first process template to the assembly pane, continue to click and drag additional process templates to build your workflow template.

    Note: Prinergy Evo determines what workflow steps can follow each other based on the file types that process templates can consume. This prevents you from linking incompatible process templates.
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    To save your workflow template, from the File menu, select Save.
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    In the Save Template dialog box, browse to the folder you want, type a template name, and click Save.
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    From the File menu, select Close.

Edit a workflow

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    In the Process Viewer, select Configure > Workflow Templates.
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    In the Configure Workflow Templates dialog box, select a workflow template and click Edit.
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    Edit the workflow as described in the Prinergy Evo Quick Reference Card 2.
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    From the File menu, select Save.
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    From the File menu, select Close.

Delete a workflow

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    In the Process Viewer, select Configure > Workflow Templates.
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    In the Configure Workflow Templates dialog box, select a workflow template and click Delete.
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    Follow the on-screen prompts.
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    Click Done.

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