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Are there step-by-step instructions or a how to video to download and use the Process Manager templates in the Nintex Gallery that I can share with users?

Howdy, ​@NickiRobertson - 

 

Once you’ve downloaded the Process Manager template from Nintex Gallery (it will be in XML format), you can easily upload the item into your Process Manager template using this article:
 

 

I hope this helps!

 

-Sam


Only Promasters can import from XML?  How do those in a Business Analyst role leverage use of the templates if they aren’t able to download and import from XML?


@NickiRobertson - 

Can you check with your Promaster to see if:

  • Enable process import/export to XML is set to ON.

If that is set to ON, anyone who can edit processes should be able to import process XML.

 

-Sam


Hi ​@NickiRobertson 
Has your question been answered? 


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