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  • Check out a 5-minute Video Tour of the Project Home Page.

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You can share a project with other users via the Share and Link operations. For example, the manager in a company training department wants to make training forms available to the other trainers to use but not modify. The training manager provides the link to the project. See Sharing a Project below. The other trainers 1) click on the icon, 2) select Link Project, 3) enter the share URL of the manager's project and 4) click Finish. The other trainers will be able to use forms and workflows from the linked project, but cannot modify them or create new ones. If the training manager adds, deletes or makes any updates to the forms/workflows in the original project, the changes will be reflected in the linked project used by the other trainers.

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Click the Action Menu (three dots) icon next to the project name and select Properties. On this page, you can update the name and description for your project, choose one of the layouts provided by , and specify a base URL for your Form Action and Doc Action properties. The Project name and description are each limited to 255 characters.

Styles can be selected from a dropdown that will show all the styles in the tenant as choices including four global styles (Blue, Neutral, Green and Aqua). New and existing projects will always have a color scheme (default is Blue). See Layouts and Styles for more information.

Base URLs:  will prepend the base URL to any URLs specified in the form designer Form Action and Doc Action wizards which are not absolute. For example if your project base URL is http://www.myhost.com and your form's doc action is /service then  will prepend the base URL to create http://www.myhost.com/service. If your form's doc action is fully specified however such as http://www.myForms.com/service then this overrides the project's base URL.

Downloading a Project

Click the Action Menu (three dots) icon next to an project's name and select Download to download it. This will download a zip file to your local disk. The file will contain the forms, images, locales and schemas included in the project. Save the file and you can upload it back to a  server at a later time.

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Click the Action Menu (three dots) icon and select Share to share a project with another user. When you click the icon, a wizard appears that contains this project's URL.

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