RB User Guide > Tools > Form Templates > Creating/updating forms & letters
Editing form templates: File options
Form Templates’ File options let you import documents from other applications to use, export forms to edit or use in other applications, print your templates, and move templates within a category.
Continued from Creating/updating forms & letters.
In the New Form/Edit Form window, click File >:
-
Import
To add an existing document (.doc, .docx, .pdf, .tx, .txt formats) to your form, select the document from your computer. RB9 imports the file as editable text and graphics.
-
Export
To export the form to edit in other applications, select a file format in the Select Format popup’s drop-down, then click Save.
-
Print
To print the template, set options and print from the browser’s print screen that appears.
-
Properties
To move the template:
- To a different Form Group, select the new sub-category in the Form Group drop-down in the Properties panel, then click Save.
- From a Form Group to its main category, select the blank option in the Form Group drop-down in the Properties panel, then click Save.
Reference
Step-by-step instructions