1. In the Process Templates pane, expand Workflow.

  2. Open the Workflow Template Editor to modify or create a workflow template as follows:

    To

    Do This

    Modify an existing workflow template

    Double-click it.

    Create a new workflow template

    Right-click any workflow template and click New.

  3. In the Type column, select the check boxes next to each type of process template you want the workflow template to include.
  4. If you selected Import, perform the following actions:
    1. In the Group column, select the process template group that contains the process template you want to use.
    2. In the Process Template column, select the process template that you want to use for the import process.
    3. If you want to edit the process template, click Edit.
  5. If you selected Refine, perform the following actions:
    1. In the Group column, select the process template group that contains the process template you want to use.
    2. In the Process Template column, select the process template that you want to use for the refine process.
    3. If you want to edit the process template, click Edit.
  6. If you selected Loose Page Output, perform the following actions:
    1. In the Group column, expand the process template group that contains the process template you want to use.
    2. Select the process template that you want to use for the loose page output process and click Add.
    3. If desired, add more Loose Page Output process templates.
    4. If you want to edit a process template, select the item in the Process Template column and click Edit.

  7. Save the workflow template as follows:

    To

    Do This

    Save an existing workflow template

    From the File menu, click Save.

    Save a new workflow template

    From the File menu, click Save as. In the Save Workflow Template dialog box, save the template.