How to use folders

Here’s how you can easily create and use folders to organize all your forms:

To create a folder, the easiest way to start is by going to the Reform dashboard.

From there, navigate to the options on the left side. At the top you should see a dropdown “No form selected” ➡️ click on the dropdown arrow and select All forms.

You will be taken to the “All forms” page where you can find all your forms and folders. At the bottom of the page, you will find a “create folder” button. Click on that button.

From here you will be able to choose a name and create your new folder:

You can always rename your folder later by going back to "All Forms". Your folder will be at the top of the page. Hover your mouse over the folder you wish to rename and the settings icon will appear on the right side. Click on that and you will see the option to rename.

Congratulations! Now you know how to create a folder! 

Once your folder has been created you have two options: 

  1. open the folder and start creating new forms it
  2. move an already published form to the new folder 

Let’s explore option 1: 

Open your new folder and go to “create form”

When you click on the button, you will be directed to the "All templates" page where you can select the type of form you want to create. If you have previously created forms, then the process should be familiar to you. However, if you are not sure how to create a form, you can visit the "How to Create and Publish a Form" guide. After you finish building the form, you will receive a confirmation message, a link, and the form will automatically be saved in your folder.

Let’s now explore option 2:

If you have a published form that you want to add to your new folder, you can do so by going to the "All Forms" page. Once there, hover over the form you want to move to the folder. Click on the settings icon that will appear on the right and then select "Move".  

From there, you can choose which folder you wish to move your form to. Select the folder and then click on “Move form”.

That’s it! You’ve got it! 

If you still have any questions or concerns, please feel free to send us an email: [email protected]

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