How to Duplicate a Form
To duplicate any type of form, follow the steps below:
- Locate the form you want to duplicate under the "My Forms" menu.
- Click on the form to open its editor.
- For intake questionnaires and treatment notes click on "... > Duplicate", for consent forms click on "Duplicate" in the left menu.
- Enter a new name for the copied form and hit "Create Copy".
- That duplicated form will now be in your account under the name you gave it.