From version 2.7 it has been possible to Upload or download Method templates directly to or from the PROJECT in a box server.  This requires either an Admin or delegated Admin permission and the form is opened from the main menu -> admin account.



If the client has access to Method Manager and the relevant permissions set for their account they can download a template make changes and then upload the modified  template back to the server.  This will then be picked up automatically when the project using the modified template is opened.

Firstly define a local working folder where you want downloaded method templates to be placed and from where you want uploads to occur.  Then use the relevant pick list to select the method from the server to download or from local to upload.

Please note it is possible to over right Method templates either on the server or in the local folder and there are no protection or recovery measures so extreme care should be exercised and temporary names should be considered.