EXPORTING:
From the Miscellaneous tab, in the Master module, click on Custom Forms.
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The Save As window will come up and you will want to navigate to R:\CUSTOM FORMS\ERP\[customer name], name the custom form, and save it into the folder associated with customer that we have created this form for. Once a copy has been saved on our servers, you will also want to update the Confluence page associated with the customer’s custom forms as well (which can be found linked under this page).
IMPORTING:
From the Miscellaneous tab, in the Master module, click on Custom Forms.
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