User Guide

How to Add or Group Your Forms into Folders

Last Update: August 27, 2017

Here, we will teach you how to Add, Group, and even further Organize your Forms into newly created Folders for a cleaner look. This is expected as your account gains more forms that you build so this will help you so that you can find them easier and quicker without too many problems.

1. Login to your account and go to the MY FORMS page.

2. Click My Forms on the left nav and you'll be able to see an option. Click Create One Now and this will open up the Add new Folder wizard...

...give it a name then click the Continue button.

3. Now, select the forms you want to group into the folder you just created (you'll be able to see a green check mark after selecting forms). Click the FOLDERS button from the toolbar.

4. Clicking the FOLDERS button from the toolbar will open up the Folder Selections, just click on each box where you'd like to put the selected forms. Click APPLY to save your changes.

5. And you're done! You will now see a columned tab that shows you which forms are associated with the newly created folder you've made. Alternatively, you can click on the folder on the sidebar to the left to swap between the two and view only the ones in the folder or all of them.

Additionally, You can also drag and drop selected forms into folders to add them quicker once they've been created.

On top of that, you have several different options to edit and customize them including folder name, color, or even removing the folder later on if needed for better organization.

Just place your mouse over the Folder Name and you will see a Down Arrow appear - Just click it to see these options.

Questions? Please let us know below!

10 Comments...

  • redpalm

    changing folder colors dosn't work ;-(

  • RevJacGrimes

    I would like to be able to move submissions from the form over to a folder. Is there any way to move only select submissions (once I have acted on the submission I would like to move it to a completed folder)? I need to have the original form remain available on the website for others to complete.

  • nzski

    Is there a limit to the number of folders that you can create? Im up to 5 and it wont let me add any more???

  • OmarGhali

    I do not have "Create One Now), so that I can not create any folder!!!
    Any help?

  • 2maxgroup

    but i cannot see any create folder in my account

  • philanthropy1987

    I created a form and have over 40 submissions. I'd like the last 2 forms to go to a different folder.

  • Cindy Wolf

    Can you just select certain information from several folders and add it to a new form?

  • LSCLD

    so, what about a subfolder?
    Folder 1 with a folder within Folder 1
    Folder 1
    - Subfolder 1
    - Subfolder 2
    Folder 2

  • cvaughn

    how do you set security permissions to allow another user to manage/create folders?

  • ohlerb

    As a sub-user, I cloned a form that was shared with me. However, it was created in the top-level of the shared folder. I can't drag it to a different folder or create folders of my own. Does a sub-user have any control over this?

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