Folders & Organization
Keep your forms organized with folders and subfolders for different projects or clients.
Creating Folders
- In your dashboard sidebar, click "+ New folder"
- Enter a name for the folder
- Optionally choose a color to identify it visually
- Click Create
Subfolders
Create nested organization with subfolders:
- Right-click on an existing folder (or click the ⋯ menu)
- Select "New subfolder"
- Name your subfolder
Moving Forms
Move forms between folders:
- On a form card, click the ⋯ menu
- Select "Move to folder"
- Choose the destination folder
- Click Move
Folder Actions
📝 Rename
Right-click → Rename to change the folder name
🎨 Change Color
Right-click → Change color to set a different color
🗑️ Delete
Deleting a folder moves its forms to the parent folder (or root)
Organization Tips
- ✓Create folders by client or project name
- ✓Use subfolders for campaigns within a project
- ✓Use colors to indicate form status or priority