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To migrate a business process template to another project, use the commands available on the Visual Modeler toolbar.

You'll need administrative permissions to export a business process template.

Notice that you'll have to create the same document types (information blocks, lists etc.) used by the business processes in the source project on the destination system.

Attention! Never attempt to migrate a business process template across different document types. For example, you cannot export a template from CRM for further use with lists.



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