Help > Setting up XBOUND > Processes > Templates > Using templates while configuring processes

Using templates while configuring processes

While creating processes and adding process steps and document types, avoid manually recreating the same things again and again. Use templates, instead.

You can:

In other process you can then:

After adding items from a template, you can edit them as desired.

Controlling document flow

Configuring an XBOUND process: Overview

Processes: Overview

Setting up XBOUND: Overview