Copying a Form Template

To make a copy of a form template go to Templates on the left side navigation then click on My Templates under form templates.

Click on the template you wish to copy then click on the copy button.

You can then choose to give the new copy a different title, description, category and security level. Once done click on create.

This will then create a copy of this template within your "My Templates"
 

Copying a PDF template

**Please note that you cannot make a copy of a custodial PDF.**

To make a copy of a PDF template go to Templates on the left side navigation then click on My Templates under PDF templates.

Click on the PDF template you wish to copy then click on the copy button. This will not be an available option for a custodial PDF.

To copy it exactly as is simply click on the green Create button, otherwise you can change the PDF document, title, description and category of the PDF template beforehand.

This will then create a copy within your My Templates.

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