How to Use Quick Copy

How to Use Quick Copy

Overview

Quick Copy allows you to create a new Draft and import the Region values from a previously sent Form. For example, if you visit the same job on multiple days can use Quick Copy to populate the customer data. The Regions available for Quick Copy are determined during Form design in Forms Designer.
Note: Form Designers can refer to the article on Creating Regions in Forms Designer for information on how to enable or disable Quick Copy for specific Regions.

Using Quick Copy

1. Click on the   icon to the right of the sent Form. 
OR
1. Press and hold to select a sent Form.
2. Select Quick Copy from the options dialog box that appears. 



Warning: If an updated version of the Form has been downloaded to your device, that version of the Form will be used for Quick Copy and may cause unexpected behavior if Regions have been added or removed since the version you used to send the Form being copied. For example, if new page(s) are inserted, no Region values starting at the new page will be quick copied.
We recommend starting a new Blank Form instead of using Quick Copy if a Form has recently been updated to ensure there are no data inconsistencies.



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