Saving forms

See Custom Form Templates for creating your own form templates.

You can save forms by clicking on the Save button.

Selecting Save File As will allow you to save a copy in a different location or with a new name.

Tip If you are using NetDocuments, then you will be prompted to save directly to the website.

If you are creating a Forms Bundle, then the selected files will be saved under a single name.

Note If your system is set to use sub-directories, the default save directory will be a subdirectory of LFData. For example, if you are editing a copy of form 109, the file will be saved under LFData\109. If you are not sure whether your system has been set up to use subdirectories, check with your system administrator.

If your system uses a Document Management System (DMS) then please refer to the vendor’s operating instructions. (See also Document Management System Integration).