Duplicate a Form Instead of Building From Scratch

Your intake form is finished: fields, conditional logic, validation, and branding all right. Now you need a version for your second location, another department, or next quarter. Duplicate it instead of starting over.

What Duplication Copies

Duplicating a form in Formisoft creates an independent copy with:

• All fields and their settings
• Conditional logic
• Custom validation (patterns, error messages, min/max)
• Pages and page breaks
• Form settings (notifications, branding, scheduling)
• Webhook settings
• Password protection

Changes to the copy never affect the original. It's named "[Original Name] (Copy)".

How to Do It

1. Open your forms dashboard
2. Click Duplicate on the form card
3. Rename and customize the new form in the builder

Duplicate or Start Fresh?

Duplicate for a similar form in another department, location, or season, to test two versions, or to turn a proven form into a starting point.

Start fresh (or use AI) when the new form has a different purpose, or the original carries baggage you don't want.

Check After Duplicating

• Name: rename right away
• Notification addresses: should someone else receive them?
• Webhook URLs: should data go elsewhere?
• Scheduling dates: the original's dates won't fit
• Password: the copy has the same one
• Branding: update logos and colors for another location or brand

Common Uses

Multi-location practices. One copy per office, with location details changed and medical history sections identical.

Departments. Copy a general intake form and add specialty questions for cardiology, orthopedics, or dermatology.

Seasonal forms. Copy last year's flu consent and update dates and guidance.

Testing. Change field order or wording in one copy and compare completion rates in form analytics.

Safety net. Duplicate a live form before major changes, so the original stays intact.

Build a Form Library

Keep a few clearly named master forms ("MASTER - General Intake", "MASTER - Surgical Consent"). When you need a new form, duplicate the closest master. You start from something already tested with real patients.

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Related: patient intake software | intake form templates | appointment scheduling