Exporting Workflows from WealthboxSep 27, 2021
From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:
2. Once you're logged in, click here to access the Workflow Templates Menu
3. Click the name of the workflow you want to export
4. Click "Actions" on the top right
5. Click "Print" and use your system options to print as a PDF or on paper
That's it! Now you'll have hard copies of your workflows to use for editing and sharing. Happy automating!
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