Cloning is a quick and easy option to create new permits by duplicating from previously created permits. You can easily customize the duplicated form to create a new permit form without starting from scratch.


Step 1:

Go to Settings > Permit Forms.


Step 2:

Hover above the permit form that you want to clone. You will find a Clone icon on the left of the panel along with other icons.


Step 3:

Click on the Clone icon and your cloned permit to work template will be created and featured on the permit templates panel.


Step 4:

Find the cloned permit and click on the Edit Icon to add/modify Permit Name, Description, Prefix ID and Icon.


Step 5:

Click on the Settings Icon to customize the permit form.


Step 6:

Update the Permit Form Settings and click the Save form to create new cloned permit.

Have more questions? Email us at [email protected]