How to duplicate an Audit Form Template
Applies to user roles: Account Owner
Available on platforms: Vatix Workspace web app
Duplicating a template is useful when you want to create a new version based on an existing structure instead of building one from scratch.
How to duplicate an Audit Form Template
- Go to 'Audits' in the left sidebar.
- Click 'Form Templates'.
- Find the template you want to duplicate.
- Click the three-dot menu on the right of the template row.
- Click 'Duplicate'.
- Update the duplicated template as needed.
- Click 'Publish' when it is ready to use.
You may want to duplicate an Audit Form Template if:
- a new Audit is similar to an existing one
- you want to create a version for a different Site
- you want to test changes without editing the original template