How to save a form as a template

  1. Click the Groups tab.
  2. Right-click the form you want to save, and click Save as Template on the shortcut menu.
  3. Enter the location where you want to save the template.
    If dynamic form is enabled then you have the option of copying the associated .NET script to the same location where the template will be saved.
  4. Select Save.
    If the operation is successful you will see a message indicating that the template was saved.