How do I enable copying of briefs or forms for our users?

As an admin, you are able to enable the ability to copy an existing brief/form so users can reuse many of the datapoint added into the earlier form - this saves time as the user does not need to refill all the fields out again.

1. Find the particular brief/form you which to enable copying for
2. Click the Three Dots Menu (⋮) and select Brief/Form Settings
3. Scroll down to Copy Form Options and select the configure button
4. In the pop up box, select the various config options:
   • Auto-create Related between Original and Copy
   • Which Stages will be copied 
   • Will the user be permitted to select which Stages to copy?
   • Any nominated excluded fields i.e. original collaborators, dates etc.
5. Select CONFIRM to apply
6. Scroll down the Settings page and select SAVE on the entire settings to finalise

Key Point:

• Single briefs or forms - users can copy the entire nominated form fields
• Staged briefs or forms - only stage 1 nominated form fields will be copies