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Copy a form

1. From Site explorer, click Forms. Forms appears.
2. On the Folders tab, select the folder for the form type you want to copy. Forms in this folder appear on the right.
3. Select the form you want to copy.
4. Under Action, click the copy icon. The Copy Form screen appears.

Note: When you copy a form, the new form saves to the same folder the original form appears in.

5. In the New Form Name field, enter a name for the new form.
6. Click Save. You return to Forms. The new form appears on the right.

Note: You must have security rights to copy a form. When you copy a form, security assignments do not copy. For more information, see Users & Security.

 

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