Use Workflow Templates

Last Updated: October 25, 2026

Review the Vasion-provided templates, such as External Intake & Agreement, Healthcare Claims Agent, Healthcare Doc Triage, and Print Archive, and create a workflow from a template.

Requirements

Review these Requirements before you start.

Review the Templates

Follow these steps:

In the Admin Console, select Workflow in the left-side navigation, and select Business Process.
On the Workflow: Business Process page, go to the Templates tab.

Each template card displays icons for up to four step types.
To filter the list, select a filter button, such as Government, Healthcare, or Retail.
To display all templates, select the filter button again.

Workflow Template Step Types
Icon	Description
	Workflow trigger.
	Form.
	Approval.
	Signature Approval.
	Storage.
	Email.
	Send for Signature
	Print.
	Scan or upload.
	Agent.
	Intelligent Document Processing.

Create a Workflow From a Template

Follow these steps:

In the Admin Console, select Workflow in the left-side navigation, and select Business Process.
On the Workflow: Business Process page, go to the Templates tab.
Select a template.
On the Preview page, review the template.
To reposition the workflow, position the pointer over the background and then drag.
Use the zoom buttons to modify the zoom level.
Select the Use This Template button in the upper-right corner.
(Optional) In the Name Your Workflow modal, modify the workflow name.
Select Create.

The workflow builder displays the new workflow.

Next Steps

Refer to the following:

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