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Welcome to InEight Document.
This video demonstrates how to duplicate a form as either a new form or a new revision.
From within the forms register, select a form, Click actions, then hover over duplicate.
Duplicate is a new form.
Creates a new form with a new form number.
The initiator sections, including recipients, attachments, links, and workflows are identical to the existing form.
Choosing new revision, duplicates the same content as with a new form. But instead of a new form number, it adds a revision number to the existing form number.
This is useful for instance when the form number needs to stay the same, and each subsequent re-submission of the form has a new revision number next to it.
Users who need to be able to duplicate forms, must have send access to the relevant form type.
If you are unable to duplicate forms, please speak to your company or project admin strainer.
Well, that's how to duplicate forms. Thanks for watching.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information