After personalising a form it's time to save it. Forms are saved within your company file and will be available to anyone with access to your file. If you want to use a form layout in another company file, export it and then import it to that file.
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Preview Want to preview the form before saving? Click the Print Previewtab to view the form as it will appear printed.
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To save a personalised form
To save a personalised form
When you've finished customising your form, go to the File menu Image Addedand click Save As. The Save Form As window appears:
If you created a new customised form, enter a name and a description for the form.
If you modified an existing custom form, do not change the default information in the window.
Click Save. The Form window reappears. The form will appear under the group of forms that the form was based on. For example, if you created a new form based on an existing item sales invoice, your form will appear under the Items group of the Invoices tab.
To close the form, go to the File menu Image Addedand choose Exit.
To change the name of a form, open the form you want to rename and go to the File menu and click Save As. Enter the new name for the form and click Save.