How to Edit a Workflow Template

  1. Click on the Meetings tab
  2. Click on Meeting Administration, then Meeting Templates
  3. Click on the Workflow icon
  1. Click on the Pencil next to the workflow temple you need to edit
  2. Make the necessary changes on the workflow template pop-up
  1. Click Save or Save and Close when done

How to Delete a Workflow Template

  1. Click on the Meetings tab
  2. Click on Meeting Administration, then Meeting Templates
  3. Click on the Workflow icon
  1. Click on the Trashcan next to the workflow temple you need to delete
  2. Click OK to verify you want to delete the template
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