Process Workflow Using Templates
Shared Templates and Personal Templates are found in the [Template] tab. A template can be used by clicking it and starting the process from there. Then, a copy of the preset document will be created that you can work on.
If you want to use a shared template, choose the [Shared Template] tab from the side menu.
Also, you can go directly to [My template] or [Shared Template] from the [Template] menu.
After editing the document’s contents and reviewers to correct workflow preferences, click [Start Process] button to start the approval process.