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How do I copy elements of my project (Forms, Emails, Autobill Plans, Products, Reports)

When editing or creating new forms, products, and emails in your system, the copy function makes it easy to save time!

If you’d like to copy a form or a field on a form, simply select the form or field, and a “Copy” button will appear. Click it, and it will create a copy! Note that any triggers set on the original will not copy over.

copy form

copy field

To copy products, follow the same steps.

Note that when copying sessions, you can choose to copy over the entire product holder with all sessions or the product holder with selected sessions. Check exactly what you would like to copy over and hit “Copy Products” at the top.

copy products

Follow the same steps to copy a report, an autobill plan, or an email.

copy reports

copy autobill plan

copy email