Template Info tab
Name: edit the name of the template.
Prefix: You can specify a Prefix, which will be placed before the Form ID in the name of each Form instance.
Linked To: see
Link to a Contact, Project
Owners: The Template can also have one or more specific Owners to be assigned at form creation.
Next Form ID: the Form ID is incremented automatically by the system for each new form created. It can be modified here. (Admin or Managers only)
Group: You can set a pre-defined Group for the Form when it is created from the Template. Groups are configured in the Forms web app / Options menu / Groups tab.
Notify Managers: add these manager users to the list of people being notified when a form is submitted.
Pin to Left Pane: add a shortcut menu in left Pane to access all forms of this template.
has Punch Items: see
Managing a Punch List
