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# Scenario 1: Sending a process template to Wolters Kluwer Support for troubleshooting

## Scenario 1

A template is not working as intended and you want to send it to Wolters Kluwer Support to determine the issue.

## Export Process

1. Create the process template.

2. Export the process template.

3. Send the process template to Wolters Kluwer.

4. Import the process template sent from Wolters Kluwer into the account.

## How do I create and export the template?

1. Log in to the account.

2. Navigate to the Process Templates grid.

3. Create the process template by starting a new template or saving an existing process template as a new template.

4. Navigate back to the Process Templates grid.

5. Select and Export.

   Note: You must have the 'Manage Process Templates' permission assigned in Security Administration to export a template.
   Note: A process template must be in a 'Saved' or 'Ready' state before it can be exported. A process template in an 'Inactive' state cannot be exported.

## How do I import a process template from Wolters Kluwer into the account?

1. Log in to CASH Workflow.

2. Navigate to the Process Templates grid.
3. Select at the top of the Process Templates grid.
   Note: You must have the 'Manage Process Templates' permission assigned in Security Administration to import a template.
4. Select the exported json file for the process template.

5. Select Open in the standard file selection dialog box.
   - If the same process template exists on the account, the template can be saved with a new ID and name.

   - A new name can be entered for the template during the import process. The Copy suffix is automatically added to the template’s name. the name can be edited but must be unique.

6. Select Import to complete the import process.