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Copy Workflow


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:

  1. Click  Contracts > Contract Types on the side panel. 
  2. Open the contract from which you want to copy the workflow.
  3. Click Copy Workflow
  4. 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. 
  5. Click Copy



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