Click here to access the templates registry.

These are not the processes you see on the dashboard but rather blueprints that you can build, save, and use as needed.

We recommend using the 'Program Templates' functionality.

You can start adding a new template by clicking here.

Let’s see how Templates can help you create standard workflows for ad-hoc processes.

Perfect for corporate actions, approving new products, or onboarding new clients.

Templates