Moving Forms to Envelopes

How to move a form to an envelope

Once an email envelope is created, you can assign one or more forms to it for submission or distribution. This allows you to group related forms together under a single envelope, making it easier to manage and track submissions.

In the mobile app, you also have the flexibility to move a saved form to either a new envelope or selecting an existing envelope. This is helpful if you need to reorganize forms after starting them.

1. From the Saved/received forms list, swipe right on the form you want to move to an envelope.
   
2. Click Move to Envelope to open the Move Form to Envelope page.
   
3. Select to move the form to a new or existing envelope.
4. Click Done to move the form to an envelope.