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How to Copy a Form

Discusses how to copy a form that was built in the form builder

Niki Budd
Updated by Niki Budd

How to Copy a Form

Once you've created a form in the form builder, you may find that you need slightly different version of the same form but don't want to start from scratch. In that instance we recommend making a copy of the existing from and editing the copy. This feature will help save time by allowing you to reuse an existing template with pre-filled fields, reducing the needs to recreate the form from scratch.

Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. 00:02: And this tutorial is going to show you how to copy of form that you've built within the form 00:06: Builder. You may find that you need slightly different versions of the same 00:11: form, but don't want to start from scratch in that instance. 00:14: We recommend making a copy of the existing form and editing the copy. 00:18: This feature will help same time by allowing you to reuse the 00:22: existing template with the pre-filled fields reducing the need to recreate 00:27: a form from scratch. 00:30: To begin you will select the document tab on the left navigation. 00:35: Next select forms 00:38: Now select the menu icon to the right of the form you'd like to copy. 00:43: Select copy 00:46: You will now see the copied version of your form with Dash copy 00:50: next to it. Select the menu icon and edit the form appropriately. 00:56: You will see here. I'm taking my copied form and changing the name of it. 01:00: You can also edit the form as appropriate selecting save when 01:04: completed. 01:06: To continue to show you the process of what your form looks like once edited navigate 01:11: back to the forms page. 01:15: You will see here on my form listing the initial copy, which is my daily concussion 01:19: and my copied version that I've edited the daily concussion day one post 01:23: injury. 01:25: If you have questions or need more help, please visit the help tab on the left navigation 01:29: or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. Select Documents
  2. Select Forms
  3. Select the menu icon to the right of the form you wish to copy
  4. Select Copy
  5. The from will now show twice within your form listing, Copy will be added to the duplicated version. You are then able to proceed to edit the duplicated version.

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