Saving a form

In the form editor, you have multiple saving options.

In the upper right-hand corner, either click Save and exit or next to the button, click to view the saving options:

  • Save and exit - saves your current design and updates your form. The editor closes. You can access the saved version and resume your work. Your form is saved on the Versions page and marked with (Autosave), as well as the date, time, and username.

  • Save and activate - saves and activates your form. The status of your form will change to Active on the dashboard. For further information, see Activate a form.

  • Save as template - saves your current design as a template. You can use the saved template as the basis for other forms.

  • Save a version - saves your current design. You can access the saved version and resume your work. Your form is saved on the Versions page and marked with the date, time, and username.

    You can save as many versions as you like. You can also restore a saved version.

Tip

Before you save a form, or at any time you're working in the editor, you can preview your form design.

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