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Creating and Managing Form Folders

Overview: 

Creating and managing Form Folders allows users to organize forms into categorized groups, making it easier to locate, access, and manage multiple forms. Folders help streamline workflow, improve organization, and keep your forms structured, especially when handling a large number of forms.

Follow these steps to create and manage Form Folders

Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 2: You will then be navigated to the Forms section.

Step 2: You will then be navigated to the Forms section.

Step 3: Click the “+” plus sign icon next to the folder dropdown menu.

Step 3: Click the “+” plus sign icon next to the folder dropdown menu.

Step 4: A pop-up window will appear, allowing you to view the Form Folder List and add a new folder.

Step 4: A pop-up window will appear, allowing you to view the Form Folder List and add a new folder.

Step 5: You can manage your existing folders by either editing or deleting them.

Step 5: You can manage your existing folders by either editing or deleting them.

Step 6: To create a new folder, simply enter the folder title here.

Step 6: To create a new folder, simply enter the folder title here.

Step 7: Once finished, click Done to create the folder.

Step 7: Once finished, click Done to create the folder.

Step 8: A pop-up window will appear, confirming that the folder has been created successfully.

Step 8: A pop-up window will appear, confirming that the folder has been created successfully.
Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.
2
Step 2: You will then be navigated to the Forms section.
3
Step 3: Click the “+” plus sign icon next to the folder dropdown menu.
4
Step 4: A pop-up window will appear, allowing you to view the Form Folder List and add a new folder.
5
Step 5: You can manage your existing folders by either editing or deleting them.
6
Step 6: To create a new folder, simply enter the folder title here.
7
Step 7: Once finished, click Done to create the folder.
8
Step 8: A pop-up window will appear, confirming that the folder has been created successfully.

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