Saving forms as templates

To save a form as a template:

  1. Open the General tab of the Form Settings window. See Form Settings window - General tab.
    The General tab of the Form Settings window is displayed.
  2. Select the This form a template slider.
  3. Click either:

     if you would like to continue making changes
     to save and close the window.

Once the form is saved you can access the template on the Templates tab of the My Forms window. See My Forms window.