Copy an Enrollment Design

Copy an existing enrollment design and re-use it as the basis for a new design via the Save As feature.

1. Open an existing enrollment design:
   1. From the Main Menu , select Enrollment Designs. The Enrollment Designs page opens.
   2. Click on an enrollment design name. The enrollment design opens in the Enrollment Designer.
2. Click Save As . The Save as a New Enrollment Design page opens.
   1. Enter a unique name for the copied enrollment design.
   2. Click Save.
3. Modify the appearance of the copied enrollment design by adding or updating fields and the name of the Enrollment Design. For instructions, refer to Enrollment Appearance.
4. Configure field properties to meet the needs of the enrollment process. For instructions, refer to the following pages:
   • Enrollment Design Fields
   • Configure Text Fields
   • Configure Date Fields
   • Configure Photo Fields
   • Signature Field Properties
   • For information on Mobile Flash Pass, refer to Design Mobile Flash Passes
5. Configure steps in the enrollment design to meet the needs of the enrollment process. This includes creating, renaming, moving, or deleting steps. For instructions, refer to Add or Configure Enrollment Design Steps.
6. Edit the enrollment design settings to add a description or change the tab order. For instructions, refer to Configure Enrollment Design Settings.
7. Edit the enrollment search settings to customize the fields displayed when searching for enrollments. For instructions, refer to Configure Enrollment Search Settings.
8. Link any unlinked fields created to a new or existing credential design. For instructions, refer to Field Connections.
9. Click Save.