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How To Clone Custom Form Or Checklist

You may clone an existing custom form if you require a similar form with minor changes. Changes can be made to the cloned form by editing that form. To clone an existing custom form, follow the steps below:

  1. Log on to your ValueLink Appraisal Management System account.
  2. Click on Admin at the top of the Dashboard.
  3. Click on Review Checklists on the left side menu.
  4. Locate the checklist you want to edit and click on the Clone icon next to it.
  5. A copy of the selected form will be added to the list of custom forms. You can customize the cloned copy by clicking on the Edit icon next to it.
  6. When done, the new form will be available for use in the system.



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