How to Duplicate a Form Template

This article walks you through the steps to duplicate an existing form template so you can quickly create a new version without starting from scratch.

When to Use This

Use this feature when you want to:

• Create a new form based on an existing template
• Make small changes without affecting the original form
• Save time by reusing a proven structure

Steps to Duplicate a Form Template

1. Navigate to the Forms Library
   From the main navigation, go to Forms Library.
2. Locate the Form Template
   In the Forms Library, you will see a list of all available form templates.
3. Open the Actions Menu
   On the right side of the template row, under Actions, you will see options to edit the form or duplicate the template.
   
4. Duplicate the Template
   Click the Duplicate icon.
5. Name the New Form
   Enter a name for your new form template.
6. Select a Template Type
   Choose the template type you want this new form to be associated with.
7. Copy the Form Template
   Click Copy Form Template to complete the process.

What Happens Next

• A new form template is created based on the original.
• The system automatically opens the copied form in the Form Builder in a new tab.
• You can immediately begin editing the new form.
• If you don’t need to make changes right away, you can simply close the Form Builder—the template has already been saved.

Notes

• Duplicating a form does not affect the original template.
• Any changes made in the Form Builder apply only to the newly created form.