Xerox SmartSend Support & Software Guida Utente

3-6

Distribution Workflows

Sometimes a new workflow may be needed that is similar to an existing workflow, except that a different 
document destination or some other property of the workflow needs to be altered. Rather than creating a new 
workflow, you can make the needed changes to the existing workflow and save it under a different name. 

1

Navigate to the User Home Page and click View All Workflows.

2

From the list of workflows in the Workflow Explorer select the workflow that you want to use as the 
basis of the new workflow.

3

Click Edit this workflow from the Workflow Tasks list on the left side. The Save Workflow page will 
be displayed. 

4

Before making any other changes, you should rename the workflow. Change the workflow name and 
click Save As. The Workflow Explorer window will be displayed, and the new workflow will now be in 
the list of workflows. This workflow is identical to the workflow on which it was based, except that it 
now has a different name. 

5

To make additional changes, follow the steps in Editing a Workflow on page 3-7.

In order to create a new workflow from an existing one, you must edit the existing workflow. See 

Editing a Workflow on page 3-7 for information on editing a workflow.

If you are saving the workflow of another user, you will need to add credentials for the 

destinations. The workflow always uses the credentials of the owner. If you do not add new credentials at 
the time you create the workflow, you will be prompted to add them when the workflow is published. See 
Add a New Credential on page 2-6 for information on adding credentials.