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  • Template Name – This defaults to the name of your form.  You can keep this name or overlay it with a different one.
  • Tags – In this field type – Type at least one tag that will help you quickly find your template.  Type  Type as many tags as you like; if you type more than one, separate them with a comma . Your tag may be more than one wordor a space.
  • Categories - Click on the category you want to assign the form to.
  • Description – Enter a description of your form that will display when Forms By Category or Forms By Tag is selected.

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