How to Add or Group Your Forms into Folders

Last Update: May 29, 2016

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 normal 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 My Forms

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


.....give it a name and click "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 checkafter selecting forms). Click "Folder" options from the toolbar



4. Clicking the Folder 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" button to save the changes



5. And Now You're Done! You will now see a Colomnized Tab that shows you visually which forms are associated with the Newly Created Folder you've made and Assigned them to. 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'N'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 hover your mouse pointer over your Folder Name and you will then see a "Down Arrow" appear, just click on it to get these options:



Questions? Please let us know below!


10 Comments...


   
redpalm (July 20, 2013 at 07:51 PM)

changing folder colors dosn't work ;-(

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RevJacGrimes (October 22, 2013 at 11:43 AM)

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.

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nzski (January 22, 2014 at 06:53 PM)

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???

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OmarGhali (January 31, 2014 at 10:40 AM)

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

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2maxgroup (March 19, 2014 at 12:22 AM)

but i cannot see any create folder in my account

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philanthropy1987 (December 22, 2014 at 12:22 PM)

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

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Cindy Wolf (April 07, 2015 at 11:36 AM)

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

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LSCLD (June 05, 2015 at 06:05 PM)

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

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cvaughn (July 20, 2015 at 11:58 AM)

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

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ohlerb (October 14, 2015 at 01:45 PM)

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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