How Can I Copy My Form?

How to Copy a Form in PhotoBiz

Overview

The PhotoBiz Form & Contract Builder allows you to create custom forms, questionnaires, and contracts for your business. If you need to reuse an existing form, you can quickly create a copy instead of starting from scratch.

Copying a form is helpful when you want to create a similar version with small changes, such as updating session details, contract terms, questions, or client instructions. In this guide, you will learn how to duplicate an existing form in your PhotoBiz account and edit the copied version without changing the original.

STEP ONE

This opens the Forms Dashboard, where you can manage your forms, contracts, questionnaires, form submissions, and form settings.

STEP TWO

At the top center of the Forms Dashboard, click FORMS to access your list of saved forms.

This opens the section where all of your existing forms and contracts are listed.

STEP THREE

Locate the form you want to copy.

If you have many forms in your account, use the search bar to find the form by name. This can help you quickly locate the correct form without scrolling through multiple pages or categories.

STEP FOUR

Hover your mouse over the form you want to copy, then click the COPY button on the right side of the form name.

This starts the process of creating a duplicate version of the selected form.

FINAL STEP

Enter a name for your copied form, then click the CREATE COPY button.

Your duplicated form will now appear in your Forms list. You can open and edit the copied form just like any other form in your account. Changes made to the copied form will not affect the original form.

Additional Options or Helpful Notes

Copying a form can save time when you need to create multiple forms with a similar structure. This is useful for:

Session questionnaires
Client intake forms
Wedding or event forms
Contracts with similar terms
Forms for different services or packages
Seasonal or promotional forms

When you copy a form, the duplicated version includes the existing fields, questions, and form settings from the original. Review the copied form before sharing it to make sure the name, questions, terms, notifications, and any client-facing instructions are correct.

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