--- title: "The Templates Screen | ThreatConnect" slug: "the-templates-screen" description: "This article describes the Templates tab of the Workflow screen in ThreatConnect and the actions you can perform on this screen." tags: ["Case Management"] updated: 2022-08-30T15:38:50Z published: 2022-08-30T15:38:50Z canonical: "knowledge.threatconnect.com/the-templates-screen" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # The Templates Screen The **Templates**tab of the **Workflow**screen displays System-level and TC Exchange™ Workflow Templates that you can copy to your Organization as Workflows. On this screen, System Administrators can import System-level Templates from a Workflow file. ## Viewing Templates and Copying Them to Your Organization ### System-Level Templates To display all System-level Workflow Templates, hover the cursor over **Workflow**on the top navigation bar and select **Templates**. The **Templates**screen will be displayed (Figure 1). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-5p595lau.png) NoteYou can access this tab from any other tab of the **Workflow** screen by clicking **Templates** at the top left. To copy a Template to your Organization as a Workflow, click **COPY TO ORG**at the bottom of the corresponding Template card. Depending on the configuration of the Template included in the selected file, the **Copy Template to Org**drawer may be displayed. See the [“Importing a Workflow” section of *The Workflows Screen*](/v1/docs/the-workflows-screen#importing-a-workflow) for further instruction, as the validation process completed in the **Copy Template to Org**drawer is identical to the one completed in the **Import Workflow**drawer. ImportantIf copying a Workflow Template created in another ThreatConnect instance that includes System-level Attributes, those Attributes will be copied with the Workflow Template and created in your Organization’s copy of the Workflow. If copying a Workflow Template created in another ThreatConnect instance or in another Organization on your ThreatConnect instance that includes Organization-level Attributes, you will need to create those Attributes in your Organization and then add them to the copy of the Workflow manually. After the Template is copied to your Organization as a Workflow, a confirmation message will be displayed temporarily at the lower-left corner of the screen. To view the copied Workflow and its corresponding card, click the **Workflows**tab. ### TC Exchange Templates To display all Workflow Templates available in TC Exchange, toggle the **TC Exchange Templates**slider to the left of the **FILTERS**button on (Figure 2). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-nm3y7yxq.png) To copy a Template from TC Exchange to your Organization as a Workflow, click **COPY TO ORG**at the bottom of the corresponding Template card. After the Template is copied to your Organization as a Workflow, a confirmation message will be displayed temporarily at the lower-left corner of the screen. To view the copied Workflow and its corresponding card, click the **Workflows**tab. ## Installing System-Level Templates ### Installing Templates via the Templates Screen System Administrators can install System-level Templates from a Workflow file (**.wf**) by clicking the **New… ![Diagram Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-u7n91h2s.png)**button at the upper-right corner of the **Templates**screen, selecting **Import Template**, and selecting the desired **.wf**file to upload using the file manager window. NotePerforming these steps will install a Workflow Template at the System level, regardless of whether the **TC Exchange Templates** slider is toggled on. ### Installing Templates via the TC Exchange Settings Screen System Administrators can install System-level Templates on two tabs of the **TC Exchange Settings**screen: the **Installed**tab and the **Catalog**tab. #### Installed Tab 1. On the top navigation bar, hover the cursor over **Settings** ![A picture containing text, clipart, light Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-uaeycbgn.png) and select **TC Exchange Settings**. The **Installed** tab of the **TC Exchang****e Settings**screen will be displayed (Figure 3). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-u61kd9u8.png) 2. Click the **+ Add New** button at the top right of the screen. The **Install a new file**drawer will be displayed (Figure 4). ![Table Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-bb7gyj2m.png) 3. Drag and drop a **.wf**file into the **Drag and drop, or click to select a file.**box, or click the box to browse for and select a **.wf** file. 4. After uploading a **.wf**file, the Workflow Template’s name, version, and description will be displayed in the **Install a new file**drawer (Figure 5). ![Table Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-bvh2vktg.png) 5. Click the **Install**button to install the Workflow Template at the System level in your ThreatConnect instance. #### Catalog Tab 1. On the top navigation bar, hover the cursor over **Settings** ![A picture containing text, clipart, light Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-mpi0bnwd.png) and select **TC Exchange Settings**. The **Installed** tab of the **TC Exchang****e Settings** screen will be displayed (Figure 3). 2. Click the **Catalog**tab. The **Catalog**screen will be displayed (Figure 6). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-00qlsn2o.png) 3. Click the **Apps**dropdown to the left of the search bar and select **Workflow Templates**to display all Workflow Templates available in TC Exchange (Figure 7). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-74rix84r.png) 4. Click **Install**![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-mmcujtd7.png)****in the **Options**column for the desired Workflow Template to install it at the System level in your ThreatConnect instance.NoteAlternatively, you can click **Download**![Icon Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-wjmv5adc.png) in the **Options** column to download a **.wf** file for the desired Workflow Template and then follow the steps listed in the [“Installing Templates via the Templates Screen”](/v1/docs/the-templates-screen#installing-templates-via-the-templates-screen) or [“Installing Templates via the TC Exchange Settings Screen”](/v1/docs/the-templates-screen#installing-templates-via-the-tc-exchange-settings-screen) sections to install the Workflow Template using the **.wf** file. ## Uninstalling System-Level Templates System Administrators can uninstall System-level Workflow Templates via the **Installed**tab of the **TC Exchange Settings**screen. 1. On the top navigation bar, hover the cursor over **Settings** ![A picture containing text, clipart, light Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-vbogqa3w.png) and select **TC Exchange Settings**. The **Installed** tab of the **TC Exchange****Settings** screen will be displayed (Figure 3). 2. Click the **Apps**dropdown to the left of the search bar and select **Workflow Templates**to display all Workflow Templates installed on your ThreatConnect instance (Figure 8). ![Graphical user interface, application Description automatically generated](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-iinijpnf.png) 3. Click the vertical ellipsis in the **Options**column for the desired Workflow Template and select **Uninstall**. The **Delete Workflow Template**window will be displayed. 4. Click the **DELETE**button to uninstall the Workflow Template.NoteUninstalling a Workflow Template available in TC Exchange that was installed at the System level does not remove it from TC Exchange. ## Filtering Templates To filter Workflow Templates by name, enter the desired Template name in the search bar to the right of the **FILTERS**selector. The displayed Templates will be filtered as text is entered into the search bar. Click the **Clear** ![](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/templates-screen-image-3zriac87.png) icon on the right side of the search bar to clear the entered text. --- *ThreatConnect® is a registered trademark, and TC Exchange™ is a trademark, of ThreatConnect, Inc.* 20090-03 v.06.A