Create a Folder

Create a new Folder to organize your forms and reports

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  1. Navigate to Settings -> Folders

  2. At the top of the page you will find the Tool Bar, select the Add Button
  3. In the side panel:

    • Enter in the Folder Name
    • Enter in the Folder Description (required)

  4. Select Create Folder

  5. Under the Forms or Reports tabs, select the data you would like grouped into this folder
  6. Select Save