Copy a Form

Copy a Form

To copy a form, you will first need to be logged in as the primary admin.

Step by Step Instructions

Step 1: Locate Form to Copy 

Go to MembershipWorks > Forms Carts Donations and click on the form on the right that you want to copy.

Step 2: Copy Form 

Click the Dashboard tab link at the top if it is not already selected and then click the Copy Form button below this.



Step 3: Add Form Name  

Enter a one word title for the new form using alphanumeric characters only and click the Copy button in the pop-up window.



Step 4: Click OK 

Click OK in the pop-up window after the form has been copied.

Step 5: Go to Forms 

Click the All Forms tab link at the top to go to the new copied form.

Step 6: Access New Form 

Click on the new form in the list of forms to open it.