---
schema_version: "1"
id: 34bf2a6a74bd9cba38d6b2f0e9a6154e4042b798042d55c1388d114688e237cc
title: Copy Forms from Your Account Engagement Business Unit to a CMS Workspace
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mcae_copy_forms_to_cms.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mcae_copy_forms_to_cms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: df5466d445c11eb4ebd6dfe38e15d41c441817c287d535188b4f22248922587c
description: To use your Account Engagement forms for future marketing campaigns, copy the forms to a CMS Marketing workspace. When you copy a form, the folder permissions in Account Engagement don’t transfer to the CMS workspace.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Copy Forms from Your Account Engagement Business Unit to a CMS Workspace

To use your Account Engagement forms for future marketing campaigns, copy the forms to a CMS Marketing workspace. When you copy a form, the folder permissions in Account Engagement don’t transfer to the CMS workspace.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>Account Engagement <strong>Growth</strong>, <strong>Plus</strong>, <strong>Advanced</strong>, and <strong>Premium</strong> Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d71797e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d71797e77 ">To copy forms:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d71797e77 ">
              <span>Account Engagement Administrator or Marketing
                role</span>
            </td>

          </tr>
        </tbody>
      </table>

1. Open the Forms page.
    - In Account Engagement, select **Marketing** | **Forms** | **Forms**.
    - In the Lightning app, select **Content** | **Forms**.
2. Select the forms that you want to copy.
    
    - To copy an individual form, click ![gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/pardot/images/pardot_settings_icon.png) next to it, and select **Copy to CMS**.
    - To copy multiple forms, select the forms, and from the dropdown under the table, select **Copy to CMS**. And then click **Go**.
    
    When the copy is complete, you receive a confirmation email.

#### See Also

- [Enable Copy to CMS for Account Engagement Business Units](https://help.salesforce.com/s/articleView?id=mktg.mcae_copy_image_files_to_cms_setup.htm&release=264.0.0&type=5 "To let marketers use their Account Engagement marketing content for future marketing campaigns, enable copying assets to a CMS Marketing workspace in Salesforce. When you enable copying assets, a new content workspace is created.")
- [Copy Files from Your Account Engagement Business Unit to a CMS Workspace](https://help.salesforce.com/s/articleView?id=mktg.mcae_copy_image_files_to_cms.htm&release=264.0.0&type=5 "To use your Account Engagement files for future marketing campaigns, copy the files to a CMS Marketing workspace. When you copy a file, the folder permissions in Account Engagement don’t transfer to the CMS workspace.")
- [Copy Sent Emails from Your Account Engagement Business Unit to a CMS Workspace](https://help.salesforce.com/s/articleView?id=mktg.mcae_copy_emails_to_cms.htm&release=264.0.0&type=5 "To use your Account Engagement emails for future marketing campaigns, copy the emails to a CMS Marketing workspace. When you copy an email, the folder permissions in Account Engagement don’t transfer to the CMS workspace.")