Adding a Folder

The Forms page displays a list of all folders created in the Admin site. You can organize folders into multiple levels to create a hierarchy that makes it easier to structure and manage your forms.

1. From the Form and Report Designer menu, select Forms. The Forms page opens.
    
2. Click the + Folder button to open the Add Folder tray.
   
3. Enter a name and description for the folder.
4. If you are creating a subfolder, select the parent folder to which the subfolder belongs. 
5. If you want to limit who has access to the folder, select the users and/or teams for whom you want to have access to the folder and/or subfolder. If you do not specify a user or team all users will have access to the folder. The permissions set up for the user determines where they can access the forms from. For example, a human resources user could see employee benefit form data from the HR folder on the View/Edit Submissions page but may not be allowed to create a new form.
   Allowing different users to access the forms they need is done in folders. Forms that are not in a folder are available to all users.
6. Click Save to save the folder.