There are many keys to successfully using an online service, but one of the most important is to get organized. Getting organized allows you to find what you are looking for quickly and with much less effort.
Our top three form plans allow for the possibility to have 20, 100, or up to 1,000 forms in your account at one time. It can get a bit cluttered to have to scroll through 20 forms to find the one form you need at any given time. The thought of having to search through 100 forms is enough to give anyone a headache, and when it comes to approaching 1,000 forms in your account, it can be close to impossible to find the form you are looking for quickly. It can also be a good idea to organize your forms based on their purpose or to separate your client’s forms in your account. The solution to this problem is to organize your forms into folders.
The first step is to create the folders you will need by clicking on the plus sign next to the little icon of a house on the forms page. You will want to give each folder a name that will let you quickly identify the forms in each folder. The folders will be located along the top of the Forms tab.
The next step is to move the forms into the folders that you have created. There are two options that will allow you to drag and drop forms into folders in your account. The first option is to drag and drop the form directly into the folder. The other option is click on the form and drag it down to the Move Folder icon at the bottom of the page. A drop down list will appear that gives you the option to select the folder that you would like to place the form into.
The ability to separate the forms into folders will greatly reduce the time looking for forms in larger accounts and will make your account look more professional. Have any suggestions on how to make navigating your account a better experience? Let us know in the comments below!