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How to Copy a Browse Flow

This article describes how administrators can copy an existing Browse Flow to streamline the creation of a new Browse Flow.

Documoto does not support copying individual nodes or portion(s) of an existing Browse Flow.

Note

Article Topics

How to Copy a Browse Flow

  1. Within Documoto Admin Center, go to Library Admin > Browse Flows. 
  2. Find the Browse Flow you wish to copy and click the copy icon .
  3. Enter a unique Internal Name and click Copy.
  4. If additional edits are needed, select the Internal Name > Navigation and modify or update the structure as needed. 
  5. Assign the Browse Flow to at least one organization (Admin Center > Users > Organizations > select organization > Browse Flow) or set the Browse Flow as the default (which will automatically be inherited by all organizations). 
  6. Validate the Browse Flow in the Library to ensure that expected content and information is returned.

If a default Browse Flow is not set and an organization override is not set, users will not see a Browse Flow on the Library landing page. Also, please allow some processing time if copying a large Browse Flow.

Browse Flow Support

If you need any help formulating a Browse Flow strategy or need support setting up your Browse Flow(s), contact your Documoto Customer Success Manager or Documoto Support at support@documoto.com.