To open the workflow window, double-click on a version document.

To create a new, empty workflow, click on 'Workflow > Assign Empty Workflow' or the footprints icon, as shown.

NOTE:
If there are multiple content groups in the master document, then a worfklow created in this way will contain multiple workflow tracks. Each track will match the name of a content group.

Populate your workflow as usual with users and automated actions.

NOTE:
The name of any workflow track created will automatically match that of a content group in the current master document.

When you have set up your workflow as desired, click 'Workflow > Save as Template'.

1. Give your workflow a name.
2. Select the workflow folder into which you want to save your template.
3. You can also create a new subfolder.
4. Click 'OK' once you have chosen the correct folder.

NOTE:
The folders listed here are the ones from the 'Workflows' tab.

NOTE:
It is not possible to create a 'root' folder via this window. You must do that directly in the 'Workflows' tab.

Your workflow template is now listed in the 'Workflows' tab.