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 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 "advance options".
- 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.