If you have identified an error in a WebForm Template after an Instance has been created, it is possible to clone the instance to a new version that will use an updated form template while retaining all the data already entered.
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Please note that signatures and form history are not cloned to the new document. |
This process is available for forms with the following Status:
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Before cloning the form, you will need to create an updated version of the WebForm Template to fix the error identified. This action is explained in the WebForm Builder page.
To clone a form to new, either select … > Clone to New by the form in the WebForm List or select the Clone to New button in the WebForm Summary.
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