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Creating multiple versions of a form

You can create multiple drafts of a form or create the same form for more than one individual under the same Client and Matter.

Form Builder will automatically designate the form as version 1 or version 2 and you can make additional notes by hovering over the form name and clicking on the green plus (+) sign to distinguish between your form and other firm members' drafts.

Form versions


Quick-Start Video: Multiple Versions