How to Copy a Form from One Study to Another

Follow these simple steps to quickly copy a form from one study to another within your organization.

Step 1: Select the Form to Copy

Navigate to the study containing the form you'd like to duplicate. Go to the forms list within that study, and select the form you wish to copy.

Step 2: Open the Copy Menu

In the top right-hand corner of the selected form, click on the three-dot menu icon. From the dropdown menu that appears, choose "Copy."

Step 3: Choose Destination for the Form

After selecting "Copy," a menu will appear, prompting you to choose a destination (new study) for the copied form.

Expand the folder labeled with your organization's name to see a list of available studies.

Step 4: Complete the Form Copying

Click the study you want to copy the form into, then click "Copy." The form will be duplicated into the chosen study.

Once complete, you'll automatically be directed to the copied form within the new study.

By following these steps, you can efficiently manage and replicate forms across studies, saving time and streamlining your workflow.