How do I organize my forms?

Organize your forms using Form Categories

Use Form Category Management to create categories that work for your company (ie. Safety, HR, Training, Quality, etc.). Then add a category to each form so your forms can be organized and easy for your users to find.

STEP 1 

Create your form category in Form Category Management. In this example I created a Logistics form category.

Form Category Management

STEP 2

Add a category to your form in the Form Settings section of Form Builder. In this example, I added a form called Forklift Inspection Sheet to the Logistics category. 

Form Settings

And that's it!

Now your Forklift Inspection Sheet form will be in the Logistics form category. 

Forms

Tip! 

Hide form categories from your users by archiving them in Form Category Management.