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      Duplicate Workflow

      Creating a Duplicate workflow

      Duplicating workflow is useful if you want to run the same automation across multiple client locations. Instead of creating and customizing the workflow from scratch, you can simply duplicate it and make any adjustments necessary.

       

      Follow the steps below to duplicate existing workflow:

      1. Click Automation from the menu pane
      2. Find the workflow that you want to copy and hit the 3 dots



      3. Choose Duplicate Workflow

      4. Name the copied workflow and hit Create