Copy a form

Create a copy of a form rather than creating it from scratch.

Once a copy is created, you can modify it to customize it to your requirement. You can also copy Capture and MFP forms.

For information on reusing forms, refer to the "Reuse forms/navigation/headers" section in Kofax TotalAgility Best Practices Guide.

  1. Navigate to User interface > Forms.
  2. On the context menu of the form to copy, click Copy.
    A copy of the form prefixed with "Copy 1 of" to the <form name> appears on the Forms page.
  3. Open the copy of the new form.
    The form opens in a new browser tab.
  4. Make changes as needed, such as rename the form, add or remove controls or change other properties.
  5. Save the form.