Copy a Form into a Different Process

Written by Hanna Smith

Last published at: May 8th, 2018

Each form can only be attached to one process. When you copy the form you do not need 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 Tools in the navigation menu, and select Process Manager
  2. Click on the Process Name
  3. Click on the Process’s Stage
  4. Click Change Form or Add Follow Up
  1. Select the form you want copy
  2. Click "Copy Selected Form