How do I copy an existing Workflow template on Capshare?

To access templates on Capshare, click into the Dashboard. Select “Workflow” and click “Templates.”

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If you’d like to make a copy of a system template (or your own custom template) on Capshare, simply copy the source formatting of the original.

Step 1: Open the original and press the “source” button.

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Step 2: Select all text and copy

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Step 3: Create a new template (or select an existing template)

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Step 4: Select the appropriate template type. Typically it should match the type you’re copying.

NOTE: You must select the “Certificate” type if you’d like to adjust the orientation.

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Step 5: Press the “Source” button

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Step 6: Paste html into source formatting

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Step 7: Click “Source” again to be taken back to the main editor. Add mail-merge fields (called “tags”) and make any final adjustments to content or formatting.

Step 8: Don’t forget to press “save”!

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