How do I Clone a Form?

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    Asked on July 01, 2015 at 12:05 PM

    I tried cloning the "Preliminary Financial Profile Upwork" but it only does some of the form.  Can you make another copy for me?


    Thanks, Adam

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    Answered on July 01, 2015 at 01:27 PM

    I understand that you want to clone the JotForm titled "Preliminary Financial Profile Upwork" to your account. I tried to clone this JotForm to my account and the form was copied normally without any issues.

    You can clone your JotForm to your account again by clicking on Clone Form option from More options after selecting the existing JotForm.

    You may also follow the guide below to clone your JotForm by using the URL : 

    Hope this information helps. Please let us know if the issue still persists. We will be happy to assist you further.


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    Answered on July 01, 2015 at 01:53 PM
    I can clone other JotForms, but not this one some strange reason.
    Adam M. Jaroch, CFP®, ChFC®
    Founding Partner
    T (717) 260-5165 x700
    C (717) 574-2748
    F (717) 205-1947
    Planwise Financial Partners, LLC.
    Executive Offices
    5000 Ritter Road, Suite 202
    Mechanicsburg, PA 17055
    [Planwise Logo]
    Lifestyle. Independence. Purpose.
    Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Advisor.
    The information contained in this email is privileged and confidential information that is intended for the sole use of the addressee. Access to this email by anyone else is u nauthorized. E‐mails sent through the Internet are not secure. Do not use e‐mail to send us confidential information such as credit card numbers, changes of address, PIN numbers, passwords or other important information. Please do not transmit orders and/or instructions regarding your account(s) by e‐mail. Orders and/or instructions transmitted by e‐mail will not be accepted by First Allied Securities, Inc. and First Allied will not be responsible for carrying out such orders and/or instructions.
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    Answered on July 01, 2015 at 02:42 PM

    I tested just to make sure and I was able to clone to full form as well.  I am not sure if it is just a hiccup on your end or what but as far as I can tell it should be working.  If you have the same issue cloning any other forms, just let us know and we will be happy to have a look.