Duplicating Forms

VIDEO | Duplicating Forms

  1. From the Forms Register select the Form to duplicate.

  2. Select the More button then Duplicate.

      1. If New Form is selected, then a new form of the same type is duplicated with the header information copied over. The numbering of the new form is the next sequential number for the given combination (i.e. if the last RFI created was QAS-RFI-0004 then this form will be QAS-RFI-0005).

      2. If New Revision is selected, then as with “New Form” all header information is copied over. The numbering will however inherit the parent number and a version counter (i.e. in the case of QAS-RFI-0004 being duplicated as a new Revision it would be numbered as QAS-RFI-0004.01). This is useful for Forms where resubmission of the same content is required in the case of the first submission being rejected (i.e. Submittal Forms).

  • The user must have access to create a new Form for the Form type to be duplicated.

  • The duplicated Form will include the original forms initiator section including recipients, attachments and links.