Organizing Forms With Folders

Form folders help you keep your Account tidy and make it easier to manage large numbers of forms. You can group related forms together, quickly find what you need, and keep your account organized.

Creating a Folder

1. Go to the Forms section.
2. Select New Folder (on the left folder menu).
3. Give your folder a name and save it.

Adding a Form to a Folder

1. Locate the form you want to organize.
2. Hover your mouse over the form name.
3. A folder icon will appear to the right.
4. Click the icon and select the folder you want to assign the form to.

Moving a Form Between Folders

You can move a form at any time by hovering over the form name again, clicking the folder icon, and choosing a different folder.

Removing a Form From a Folder

If you need to unassign a form from its folder, hover over the form name and look for the folder label that appears. Click the X on the folder name to remove the assignment.

Renaming or Deleting Folders

• Remove: Click the edit pencil icon on the left of the folder name to change it.
• Delete: Click the trash can icon to delete the folder. (This only removes the folder—your forms remain intact.)