Copying an Additional Form

You have the option of copying an existing additional form, instead of adding a new form to the profile, when the form you are adding contains information that is similar to an existing form. Once you copy the form, you can edit the new form, as needed, before saving it. However, you cannot copy a single-use form.

Although the Contract Profile is used in the steps below, the same steps also apply to copying an additional form in a Company Profile and Project Profile.

1. Locate the additional form you want to copy, and display its Profile screen.
2. Click Copy in the toolbar.
3. When the screen refreshes, update the information in the fields and lists for the new additional form.
4. Click Save.