Using Folders and Subfolders

How to use folders and subfolders

Folders help organize your forms more efficiently. You can create folders and subfolders based on function, person, or any structure that suits your organization. Once a folder is created, forms can be saved to it. Forms not assigned to a folder appear in the general Forms list.

Folder-based access is optional and can be restricted by assigning specific users or teams to each folder. If access is restricted, users will only see folders they have permission to access in the Folder list. (Even admin users cannot view or save forms to folders they don’t have access to.)

Toggle Show Assigned Users on to view the users assigned to each folder. Toggle Show Assigned Teams on to view the teams to each folder.