Can I use one form (LOI, Application, Evaluation, Followup) in multiple processes?


No, each form can only be attached to one process. You can copy the form and not make any changes but each form is unique and changes made to one form will not show up on another version of that form.

To copy an existing form into a process follow these steps:

  1. Click on Process Manager
  2. Click on the Process Name
  3. Click on the Process Stage
  4. Click Choose Form
  5. Select the Form you want copy
  6. Click "Copy Selected Form"

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