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 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.