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Patti's avatar
Patti
Contributing Cover User
4 years ago

Customized form - minor changes

Hi.  I want to have our quotes in 2 formats so I would like to duplicate our customized form and save it as a new form.  Is this possible to do or do I have to create a whole new form?

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  • Hi Patti 


    In order to duplicate any form, open the customised form template, choose Save as option, give it a different name and save the changes. This will create another copy of the same form. 

    Let me know if you have further questions on this.