Group forms do not have the Duplicate option like Linked forms. Instead, fields from an existing document can be copied into a new document to help streamline the new setup.
Note: You can only copy fields from documents that you own.
To get started, you will bet setting up a new group and a new document from your groups/docs page.
Step 1: Setting up your Group:
- Navigate to your Groups/Docs page, and select Add Group:
- You'll be walked through setting up your new group
Note: Column headers must match the previous group exactly for fields to map correctly.
Step 2: Setting up your document:
- Now that your group is set up, you will navigate back to your Groups/Docs page and click "add Document
- Upload your new PDF
- When you're in the document editor, you will see the option to copy from your existing form by going to "more options", selecting the document you want to copy from under the "copy fields from doc"
- Next, you'll link your New Group here:
- Click "Save" and you should see "sharing options"
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You'll now select "Email to Group" where you can select your new group.
Note: If you don't see "sharing options" you can navigate back to your groups/docs page and will see the option there.