How to Use Folders

Folders allow you to efficiently organize your forms, making it easy to manage and access your content. Whether you're creating new forms or organizing existing ones, folders help keep your workspace structured and clutter-free. Here’s how you can easily create and use folders:

Creating a New Folder

  1. Go to the "All Forms" Page: This is where you can see all your forms and folders.
  2. Create a Folder: Scroll to the bottom and click the “Create Folder” button.
  3. Name Your Folder: Enter a name for your folder and click "Create".

To rename a folder later, simply hover over it in the "All Forms" page, click the settings icon that appears on the right, and select "Rename".


Adding Forms to Your Folder

Once your folder is created, you can either create a new form inside the folder, or move an already existing form to the new folder:

1. Create a New Form Inside the Folder

  • Open the Folder: Click on your newly created folder.
  • Create Form: Select "Create Form" and you'll be directed to the "All Templates" page to begin building your form.
    • If you're unfamiliar with this process, refer to the "How to Create and Publish a Form" guide.
  • Save Form: After completing the form, it will automatically be saved in the folder.

You can also create subfolders within a folder by clicking on the "Create Folder" button inside the desired folder.

2. Move an Existing Form to the Folder

  • Go to "All Forms": Hover over the form you want to move.
  • Move Form: Click the settings icon on the right, then select "Move". Choose your folder and confirm by clicking "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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