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  Mike Davis

  • 27/06/2025 13:24

  Hi Daniel!

  Yes, it is possible to copy process templates from one workspace to another. When you use the "Move" or "Copy" function, a copy of the process is created in the destination workspace while leaving the original process intact in the source workspace. However, there are some nuances to consider:

   

  1. Historical Information: When a process is copied to another workspace, its history and permissions are reset. This means historical information is not retained in the new workspace.
  2. Original Workspace: The original process remains in the source workspace even after the copy. Essentially, a duplicate is created in the destination workspace.
  3. Permissions Required: Only users with the Workspace Owner role and Viewer permissions can proceed with moving or copying files across workspaces.
  4. Letters Exclusion: For processes specifically, letters are not included in the copy and would need to be recreated in the new workspace.

   

  Here is a Help article on this process: https://support.workiva.com/hc/en-us/articles/360035642472-Move-or-copy-a-file-to-another-workspace

   

  In the meantime, if you have further questions or need assistance with the process, feel free to ask!

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