Copy forms or entire folders to make a back-up or to use an existing form as template for a new form.
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1. Copy a form within the same folder
Click on Copy and the following page will open:
Rename the form to your liking and select the same folder to copy the form. Click on Copy and the form will be present in your folder with its new name. Now you can use the copy as a template for a new form.
2. Copy a form to another folder
In this example, we want to copy the form Inspection Form which is currently in the Inspection Folder to the folder Instruction. Select Copy on the overview of the form and rename it to your liking. Select the folder to which you want to copy your form to.
After you have clicked on Copy, your form is immediately visible and usable in the selected folder:
3. Copy an entire folder
It is possible to duplicate entire folders for back-up purposes or for sharing your digital forms with other accounts. Click on the folder you want to copy and click on the sprocket next to the title of your folder.
Note: If you want to copy the entire folder to another customer account, you need to be the administrator of both accounts with the same email address.
A new tab called Advanced Settings will open itself and down below you can click on Copy. You can also choose to copy Customer-specific content to the new folder such as Registrations and Hooks.
Click on the orange Copy button and your folder will be duplicated:
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