Copy, export and reuse forms

Start a form from a copy, a file or a Word document, and share styling with themes.

Last updated 4 Oct 2026

Overview

There are no built-in templates. To reuse work, copy an existing form, export it to a file and import it elsewhere, or build a draft from a Word document. Themes carry styling from form to form.

The Open Report picker listing the saved forms

Copy a form

Step by step: copy a form

Open the form with Open Report.
Click Save As / Duplicate.
Type the new name - it suggests the old name with ” - Copy” - and click Save As.

The copy is a separate form. Changing it does not change the original. Check its Availability before your team uses it.

Export and import a form

Open Report lists every form with where it is available. Each row has Export to file, which downloads the form as a file, and Delete form.

To bring an exported form in - from another company you manage, say - click Import at the bottom of Open Report and choose the file.

Build a form from a Word document

The Import Document wizard, waiting for a Word document

Import Document turns an existing Word form into a draft. Drop a .docx file on it, or browse to one - Word documents only. The wizard then goes through the document a section at a time, suggesting a field for each question; Accept all suggestions takes them all at once. Finish with Review & Finish, then check the draft and save it.

Themes

A theme is a saved set of styles - fonts, colours, heading underlines - you can apply to any form or section.

Themes in Form Actions lists them. Add Theme makes one, the star sets the default for new forms, and Edit field values changes a theme’s settings.
The icon beside Themes - Extract to theme - saves the current form’s styling as a theme.
Apply theme to this form (or to this section) in Settings uses one.

Copy a form

Export and import a form

Build a form from a Word document

Themes

See also