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Duplicate a form

[For Admins & Managers] Learn how to make a new copy of existing forms.

Audrey avatar
Written by Audrey
Updated over a week ago

Providers can create an exact copy of a form by duplicating it. This is helpful if you reuse the same form each year or if you wish to build off an existing form. Forms can be duplicated as many times as needed.

  1. Log in on the web

  2. Click Paperwork in the sidebar menu > Forms & Requests

  3. Next to the desired form, select Actions > Duplicate Form

  4. Once duplicated, add a new form title and share it with families as needed


FAQs

Can I duplicate forms across multiple program sites?

Forms cannot be duplicated across multiple program sites. We recommend navigating to each location and recreating the form at each site you need them.

If you have multiple sites and have Multi-site Administrator permissions, you can duplicate form templates to be shared across multiple locations.

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