Save as File

The Save as File function allows the administrator to save a process template as XML. Once the process template XML is saved, it can be imported into AgilePoint Envision and saved as a .vsd file. This can be helpful if you have lost your master process template .vsd and want to recover it.

Good to Know

When you import the XML version of the process model, some formatting may be lost. The images for some AgileShapes do not get imported, and some reformatting may occur, but the process functions as designed.

Instructions

On the Process Templates page, select the process template for which you would like to save as a XML file and click the Save as File button. The Save Process Template File page appears.
Click the Download link and save the .zip file to the desired directory.
The process template XML file can now be imported into Envision via File > Export & Import > Import Process Template XML and saved as a .vsd file.

Save as File

Good to Know

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