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How To Copy Job Forms to Another Project

How To Copy Job Forms to Another Project

Follow this step-by-step guide to learn how to copy the same job form to another project on your Onetrace Account.

John avatar
Written by John
Updated over a year ago

With Onetrace, copying your job forms to another project is extremely easy with a few simple steps.

In this article, we will walk you through the steps to copy the same job form to another project you have added on your Onetrace account.


Steps to Copy Your Job Form to Another Project

  1. Log into your account at Onetrace.cloud

  2. Select the Settings tab from the options in the left-hand menu.

  3. From the Project Templates tab, click on the Template you wish to work on. For example in this case we are selecting: Fire Door Project.

  4. Select Job Forms from the options in the left-hand menu.

  5. Choose the form you need to copy to another project. For example in this case we are choosing: Fire Door Install.

  6. Hover your cursor on the right-hand side of your chosen form. You'll see three dots. Click them.

  7. From the drop-down menu select Copy to Project.

  8. Select the project to which you wish to copy this job form using the Project dropdown menu.

  9. If necessary, update the form name for this specific project.

  10. Click the Create button to save your changes.

  11. Click View Project should you wish to view your job form or click Stay Here to remain on the same page.

By following these steps you will be able to copy the same job form to another project of yours in your Onetrace account.


Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!

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