Skip to main content
The Templates page gives you a gallery of reusable workflow configurations. You can start from a system template, save your own workflow as a template, and create new workflows from either one.
You can search templates by name from the Templates page.

​
Available templates

Templates are pre-configured workflows designed for common document processing tasks.
  • System templates are built in and maintained by Ingestly
  • Custom templates are templates you save from your own workflows
Each card shows the template name, description, and node count. System templates are marked System. Templates you save are marked Custom.

​
Starter workflows

The workflow editor’s Use template dialog also offers two starter workflows. They open a short setup dialog instead of applying immediately, because they need a connector or a matching choice first:
  • Match and post a purchase invoice matches a vendor invoice to its purchase order and posts it.
  • Confirm a purchase order matches a vendor order confirmation to its purchase order and amends it.

​
Creating a workflow from a template

  1. Open Templates
  2. Click Use on the template you want
  3. Enter the new workflow name, description, and retention period
  4. Click Create Workflow
Ingestly creates a new workflow with the template configuration already applied. It then opens the new workflow so you can start editing right away.

​
Saving a workflow as a template

You can save an existing workflow as a reusable template.
  1. Open the workflow
  2. Open the page actions menu
  3. Click Save as Template
  4. Enter a template name and description
  5. Click Save Template
Ingestly saves the current workflow configuration as a custom template. You can reuse that template to create more workflows with the same starting structure.

​
Managing templates

  • You can edit the name and description of custom templates
  • You can delete custom templates you no longer need
  • You cannot edit or delete system templates
Templates are a starting point. After you create a workflow from a template, the new workflow is independent from the original template.