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Copy Templates

FormWorks
eLearning:

Copy Existing or Common Templates 


  • Select Templates from the top navigation bar in FormWorks; click on the Add New icon (top right) and select; Copy an existing or common template.

  • Narrow the list of available forms with the filters on the top left. 

  • Select Type and/or Status or, use the Approval and Common toggles to view forms with either an approval path or only common templates already created by DMAC (i.e., HB4545, MTSS, TMSFA, T-TESS, etc.). 

  • Choose a form template to copy from the left.

  • Use the Print icon on the top right to print the template or click the Start Copy. Rename the template, select the Type (where will the form be available?), add one approver (optional) and then Save.

  • Make adjustments to the form fields by clicking them and using the small Settings icon on the right.

  • Preview, Publish or Print - Use the icons on the top right of a template to Preview how a form will appear for users; Publish the template to collect data or Print a copy of the template.

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