EMR - How to Copy a Form
Written by Amelia Boyer
Updated at February 10th, 2026
Table of Contents
How to Copy a Form
Once you've created a form in the form builder, you may find that you need slightly different version of the same form but don't want to start from scratch. In that instance we recommend making a copy of the existing from and editing the copy. This feature will help save time by allowing you to reuse an existing template with pre-filled fields, reducing the needs to recreate the form from scratch.
Video Tutorial:
Step-By-Step Tutorial:
- Select Documents
- Select Forms
- Select the menu icon to the right of the form you wish to copy
- Select Copy
- The form will now show twice within your form listing. A Copy will be added to the duplicated version. You are then able to proceed to edit the duplicated version.
