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How to import a Workflow Diagram

Myworkpapers allows you to import a Workflow Diagram from another client engagement file, firm template or from an industry template.


To import a Workflow, simply:

  1. Select the Import Workflow button from the Workflow Diagram drop down menu or from underneath the New Workflow Step

    OR
  2. On the Import Workflow menu, type the name of the file or template which you want to copy content from and press Enter on your keyboard

  3. Select the appropriate file from the search results by left clicking on the file

  4. From the Workflow steps displayed on the right side of the screen, select the step or sections which you want to copy into your file

  5. Should you wish to clear the existing Workflow, select the Clear existing Workflow import option

  6. Click Import
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