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Creating a Template from an existing Form

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This feature ensures you do not have to duplicate forms in order to transfer relevant information from one form to another.

📝 Steps

  1. Click Forms in the left menu.

  2. Click the three dot icon in the row of the form you wish to create a template from. Select Template from the drop down menu.

    Creating Template from Existing Form logo

  3. A dialog will appear asking for the duplicate template name. Enter a new name and click Create Template.

    Creating Template from Existing Form logo

  4. The new template will then open immediately.