# Customize workflows > Make the built-in workflows match how your firm actually works. Copy a system template, rename steps, change how each runs, add your own — while the statutory steps stay safely locked. _Updated 2026-07-11_ Source: /help/customize-workflows **In short:** An admin opens Settings → Templates → Workflows, clicks Customize on a task type to copy the system template into an editable firm draft, then renames steps, changes each step’s type and execution mode, reorders, and adds or removes your own steps. Statutory steps (filing, and compliance checks) are locked — you can rename them but not delete or re-type them. Save & activate and every new task of that type uses your version. ## Why customize CorpSec AI ships sensible, compliant workflows for each task type. But every firm has its own house style — an extra internal review, a differently named step, a checklist you always run. Workflow customization lets you shape the template once so every future task follows your way of working, without giving up the compliance guardrails. > **Note:** Editing workflow templates is an admin (or RQI-level) action. If you are not an admin, the editor is locked and you can request access — see Team & roles. ## Where to find it Go to Settings → Templates and open the Workflows sub-tab. You will see each customizable task type listed with a badge — System (still using the default) or Customized (you have your own version) — and the number of steps. _[screenshot: Settings → Templates → Workflows: a list of task types, each with a System/Customized badge, step count, and a Customize/Edit button.]_ ## Copy a template to start editing Click Customize next to a task type. CorpSec AI copies the system template into an editable draft that belongs to your firm — the original system template is never changed, so you can always revert. 1. **Click "Customize"** — On the task type you want to change. (If a draft already exists, the button reads "Edit".) 2. **Edit in the step editor** — Change the template name and work through the steps (next section). 3. **Save** — Choose "Save draft" to keep working, or "Save & activate" to put it live. ## What you can change on each step The step editor gives you full control over the non-statutory parts of the workflow: _[screenshot: The step editor: a list of steps each with an editable title, type dropdown, execution-mode dropdown, reorder arrows and a remove button.]_ - Rename any step to your firm’s wording. - Change a step’s type (form, document, verification, approval, signing, filing, data update). - Change a step’s execution mode (auto / AI draft / AI assist / manual) — where the step allows it. - Reorder steps with Move up / Move down. - Add step to insert your own, or Remove steps you do not need. ## Statutory steps stay locked (live) The steps that keep you compliant cannot be removed or turned into something else. Filing steps, and verification steps that carry compliance rules, show an amber Required lock badge with the note "Required compliance step — you may rename it, but it cannot be removed or changed to another type." You can still relabel them to your house wording. > **Heads up:** This lock is enforced on the server, not just hidden in the screen. Even a direct API call cannot strip a statutory step out of a template — so a customized workflow can never accidentally drop a required ACRA filing. ## Save, activate and revert When you are done, Save draft keeps your changes without affecting live work, and Save & activate makes your version the one new tasks use ("Saved and activated. New tasks of this type will use it."). You can Deactivate to fall back to the system default, or Revert to discard your custom version entirely. > **Note:** Activating a template only affects new tasks of that type. Tasks already in flight keep the workflow they started with. ## Frequently asked questions ### Will customizing a workflow break compliance? No. Statutory steps — filings and rule-based compliance checks — are locked and cannot be removed or re-typed, and the lock is enforced on the server. You are only free to change the parts that are up to your firm. ### Can I go back to the default? Yes. Deactivate your custom template to fall back to the system default, or Revert to remove your version altogether. The original system template is never modified. ### Can I upload my own document templates too? The Documents sub-tab lets admins turn document templates on or off. Uploading your own document template is an advanced feature that is not yet available — clicking it sends a request to enable it. Workflow customization, though, is fully live. ## Related - [Tasks and workflows](/help/tasks-and-workflows) - [Team & roles](/help/team-and-roles) - [Settings](/help/settings)