- Launch CU*Forms from the CBX timeout window.
- Navigate to Admin > Edit Templates > Form Templates.
3a. To create a new form group while creating a new template:
- Select the green plus (+) icon next to the Form Group drop-down menu.
- Enter the form group name.
- Select Add to continue.
- Choose a file to upload.
- Select Create to save.
3b. To move an existing form template to a new form group:
- Select the green folder icon with a right-pointing arrow.
- Select the green plus (+) icon next to the Form Group drop-down menu.
- Enter the form group name.
- Select Move to save.
Note: A form group must contain at least one form. If all forms are removed from a form group, the group will be automatically deleted.