Welcome to Kofax Capture Help > Administration > Document Classes > Form Types > Copying a Form Type

Copying a Form Type

Use the Copy function to duplicate an existing form type. The copy method is useful for adding a form type to a document class that is similar to an existing one. A copy of the form type is created with a unique name, such as Name2 or Name3. You can then modify the form type as necessary to make it unique.

When copying a form type, certain items associated with the form type are copied, and others are linked. The following table shows the items that are copied and linked.

Copied Items

Linked Items

Form types

Table Index fields

Pages

Index zones

Group Index zones

Index Registration zones

Auto Form zones

OMR Index Zones

Page level bar code

Custom storage strings

Table index fields are linked if the form type is pasted to the same document class, and copied if the pasted to a different document class.

  1. On the Batch class tree view tab or the Document class tree view tab, select an existing form type to copy.
  2. On the Home tab, in the Clipboard group, click Copy.
  3. Select the document class where you want to copy the form type. You can select the document class on the Batch class tree view tab or the Document class tree view tab.
  4. On the Home tab, in the Clipboard group, click the arrow under Paste and then click Paste.

    A copy of the form type is created with a unique name, such as Name1, Name2, and Name3. The copied form type is associated with the document class.

    If you perform a copy and paste on a previously copied form type such as Name2, then the new form type is created with a unique name such as Name21, Name22, and Name23.

  5. Edit the copied form type on the Form Type Properties window.