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Home > EMResource > Guide - Form Configuration > Copy a Form Template

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As a regional administrator

If you have the appropriate rights, you cancopy an existing form to create a new one.

This comes in handy when you need a form that is similar to one you already have. You start with the existing form's settings and modify them

After doing this, you can modify the form settings and questions to meet your needs.

Image Modified

You must give the copied form a new title.

As with creating a template from scratch, the process of completing the template differs based on how the form is activated and how the completed form is to be delivered. For details, refer to Create a Form Template.

To copy an existing template

From any page, open the Form menu and select

In the main menu, click Form and then click Configure Forms. The Form Configuration page opens.
Locate the form and, on that row, click

its

Copy

link

. The

template

Create New Form Template page opens.

In

For Title, enter the

title or

name

for

of the new form template.

In

For Description, enter

a description of the

details about when and/or why to use this form template.
Make

your additions and changes.Specify one of the following activation and completion options:

additional changes as appropriate, depending on your activation and delivery selection. For assistance with this, see the linked instructions.
- One user activates and another completes the form

.