Saving Transactions Any time you make changes on a form, the form must be saved before you close the transaction. We recommend that you save after every page. You can save to the current directory where the transaction is located by simply clicking on the disk icon in the toolbar or by choosing File >> Save.
To make a copy of the transaction, from the web interface page, select Save As from the drop-down actions list on the name of the transaction in the Transaction Window. This will allow you to make a copy of the transaction, making modifications to the transaction without overwriting the original transaction.
To save a transaction onto a disk, CD, or other removable media, from the web interface page, select Export from the drop-down actions list on the name of the transaction in the Transaction Window. Choose the disk drive you wish to save to and click Save.