Overview: Having your forms organised in titled folders allows you to quickly and easily locate and use all the forms for one area. To help you organise your forms, you can create folders then move your forms into them, create forms inside a specific folder or copy forms between folders. This can be done via the web or in the app.
Start from: The Compliance Dashboard.
Create a new folder
- Select Forms
in the main menu to open the Forms Dashboard for your chain.
- Select NEW FOLDER
to open a pop-up to set the folder title and language(s).
- Select the language(s) that you require for your folder.
- Enter the name of your folder.
- Select SAVE to create your folder OR select CANCEL to stop and return to the Forms Dashboard without making a new folder.
The newly created folder will be available from the Forms Dashboard, ready to have forms added to it or created in it.
Note: Folders are differentiated from forms or agendas by the folder icon
Edit folder settings
From the Forms Dashboard for your chain:
- Select EDIT
on your folder to open an edit pop-up.
- Change the languages and/or folder name(s).
- Select SAVE to save your changes OR select CANCEL to stop and return without keeping changes.
Delete folder
From the Forms Dashboard for your chain:
- Select DELETE
on your folder to activate a delete pop-up.
- Select YES, DELETE to confirm deletion OR select CANCEL to stop deletion and return to the Forms Dashboard.
Move forms to a different folder
In your dashboard, you can have forms that are not in a folder and you may need to organise them into a folder. You can also move a form from one folder to another.
- Identify the form you wish to move on the dashboard OR in a folder.
- Select
> MOVE TO FOLDER on the form.
- Select the Move to… dropdown list to choose a target folder for the form.
- Select MOVE to transfer your form to the folder OR select CANCEL to stop and return to the forms page.
The form will now be available in the required folder on the Forms Dashboard, instead of its previous location.