Configuring workflows

Create a workflow

1. In the Process Viewer, select Configure > Workflow Templates.
2. Click New.
3. 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.
4. 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.
5. To save your workflow template, from the File menu, select Save.
6. In the Save Template dialog box, browse to the folder you want, type a template name, and click Save.
7. From the File menu, select Close.

Edit a workflow

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

Delete a workflow

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