Copy a project when you want to preserve the configuration of an existing project. You can use the copied project to update and test the project without affecting the original project.

Prerequisites

Ensure that you are using the Standard Forms model creator user to log in to the Control Room. See Document Automation users.

Procedure

  1. Log in to your Control Room.
  2. Navigate to AI > Document Automation.
  3. Click Standard Forms.
  4. Find the project that you want to copy, point to the vertical ellipsis (vertical ellipsis icon) icon (three dots), and click the copy (copy icon) icon.
  5. In the Copy Project window, enter an appropriate Name.
  6. Click Copy.