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 Make this form a template field.

   Note: You must unpublish forms before they can be used as a templates. See Unpublishing forms.

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.

Last modified: 19/05/2017 11:06:32 AM