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Adding Folders and Form

It's a good idea to start by adding a Folder.

Adding a Folder

It's a good idea to start by adding a Folder. This is easy to do, start by clicking Folders on the left hand navigation of the Admin Dashboard,

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Then the 'add' button at the top right hand side of the page.

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Depending on your role, clicking on the arrow next to Folders in the navigation menu will give you a quick view of all your folders and gives the user the ability to add a new folder from the drop down menu. 

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Either way, you will then be prompted to name the Folder. You should choose a name that will help you identify what sort of forms will be contained within the folder, such as Admin Forms or Sales Leads. At this point you can also make the switch live because no one can see the folder. This will save you from having to do it later on.

Addfolder

It's important to note that you can change all this information later if you need to. Finally you need to click save to complete the creation of your Folder.

To customise your folders, have a look at Folder Branding.

Adding a Form to a Folder

​Now you have added a Folder you will see it has appeared on the list with other Folders. You now need to populate it with any necessary forms. To do this you should click on the forms button for the Folder you just created. You will be directed to the Edit Forms page, containing a reminder that you don't yet have any forms in the Folder. 

To add a form click on the 'add' button at the top right of the page.

add button

You will see on this page the folder you have just made has already been selected in the drop-down list, so all you need to do is give the form you are about to make a name, and click on Add Form. 

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If you click on design, you will see the form builder page on your screen. It's here that you will design the form you need. This short video explains how to begin with simple drag and drop.