How To Save A Custom Form As A Template

Jun 17, 2025 tutorial

Step 1:

Go to Menu > Custom Forms and pick (or create) a custom form that you would like to save as a template



Step 2:

Select the Revision of the custom form that you would like to create the template of



Step 3:

Click on the Save as Template button in the control header, give it a name, and hit Save



Step 4:

Find the template in Menu > Custom Forms > Templates



That's it, you are done!

-- Cogency Team