CLM for Administrators » Contracts Menu » Contract Types » Copy Workflow
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CLM enables you to copy an existing workflow into another contract type if required. This feature is useful when you need to configure a similar workflow for other contract types. You can also add or remove a step to update only the approval flow, without changing any other settings.
To copy a workflow to another contract type:
- Click Contracts > Contract Types on the side panel.
- Open the contract from which you want to copy the workflow.
- Click Copy Workflow.
- In the Copy Workflow window, enter the name of the contract type or click All Contract Types to view all contract types. CLM copies the workflow into the selected contract types.
- Click Copy.