Copy a form to other schools

• Director
• Admin
• Needs: Add School Forms
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Add School Forms permission. A director grants it under Manage School → Staff → Permissions.

Copying saves you from rebuilding the same form at each school. The copy keeps the PDF and every placed field. Requests and signatures are not copied.

Before you start

• Finish Open School Forms first.

Steps

1. Open Account → School Forms.
2. Tap ⋮ on the form, then Copy form…

   Screenshot coming soon01 · /account

   Copy form… in the row menu

3. In Copy form, select the schools. Your current school is already selected; leave it on to make a duplicate here too, or clear it.
4. Tap Copy.
5. The Form copied dialog shows how many schools received it. Tap OK.

Tips

• Copy form… appears only when you belong to more than one school.
• To pull forms the other way, see Import forms from another school.

Troubleshooting

• "Couldn't copy" or some schools failed. Try again for the failed schools. You need access to each school you copy to.