Folder Management

Introduction

Folders help you organize and filter forms on the Forms page. You can create your own folders, or use the folders automatically created for you.

• The All Forms folder is your default folder. To view surveys in other folders, click the folder dropdown to switch.
• The Shared with me folder contains forms owned by someone else and shared with you.
• The Uncategorized folder contains the forms that have not been moved to any folder.

Create a New Folder

To create a new folder:

1. Go to the Forms page.
2. At the top of the form list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Enter a name for the folder.
5. Click Save.

Rename a Folder

To edit the name of a folder:

1. Go to the Forms page.
2. At the top of the form list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Click above the folder name to edit.
5. Enter a new name.
6. Click Save.

Delete a Folder

When you delete a folder, forms inside the folder aren't deleted. Forms will stay in your account on the Forms page.

1. Go to the Forms page.
2. At the top of the form list, click the "Folder" icon.
3. The "Folder Management" popup will appear.
4. Click Delete next to the folder you want to delete.
5. Click OK to confirm.

Move Forms into a Folder

To move a form into a folder:

1. Go to the Forms page.
2. Select the checkbox of the form you want to move
3. Click Bulk Actions > Move To
4. Choose the folder you want to move the form to