RB User Guide > Tools > Form Templates

Organizing with form groups

If you have too many forms in a single form template category, add sub-categories to Form Templates’ default categories. Then save forms to these Form Groups so they are easier to locate.

1. Add a form group

   1. Tools > Form Templates
   2. In the left pane of the Form Templates window, all existing categories and sub-categories (Form Groups) are listed. Select the category that you want to add a form group to.
   3. RB displays the forms in the category selected in the Form Templates’ results pane. To create a new group, click More > New Group.
   4. In the New Form Group window, enter a name for the form group in *Group (required).
   5. Click Save.

2. Add forms to a form group

   Click the Form Group name in the left pane of the Form Templates window.

   • If creating a new form:
     1. Click New.
     2. In the New Form window, enter a name for the form (required). To create the form, see Creating/updating forms & letters.
   • Moving an existing form:

     The form you want to move must be in the same general category or a Form Group in the same category as the destination Form Group.

     1. Click the form’s hyperlinked name in the Form Templates’ results pane.
     2. In the View Form window, click Edit.
     3. In the Edit Form window, click File > Properties.
     4. In the Properties panel, select the desired Form Group in the drop-down, then click Save.

Reference

• Form Groups

Step-by-step instructions

• Creating/updating forms & letters