Adding a Folder

How to add a folder

The Folders page gives you a clear overview of how your folders are organized within the system, and who has access to them. This page is especially helpful for managing user permissions and ensuring the right people have access to the right content.

From the Form and Report Designer menu, select Add/Manage Folders. The Folders page opens.
Click the + Folder button to open the Add Folder window.
Enter a folder name.
If you are creating a subfolder, toggle the Subfolder option on, then select the main folder to which the subfolder belongs. You cannot select a subfolder as a main folder. Subfolders are only one level deep.
If you want to limit who has access to the folder, toggle the Limit Folder Access on, then select the users and/or teams for whom you want to limit access. If you leave this option toggled off, 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.
Click Save. You will see the name of the new folder/subfolder in the list on the left.