Managing Folders

Managing Folders

Overview

Folders are used to organize your company's Forms and allow you to control which Users and Recipients have access to specific Forms. The Folders page displays all existing Folders in your company. You can also create Folders or edit existing Folders from this page. Once a Folder is created, you can assign Forms and Users to one or more Folder(s) depending on which Forms they should have access to. Navigate to Admin > Folders to access the Folders page.

Tutorial Video

A tutorial video is also available and covers most of this material if you prefer to watch how to manage your Folders.




Creating a New Folder

1. Click on the Create Folder button.


2. Fill out the Folder Name.

3. Select the Users who will have access to the Forms in this Folder.


4. Click on Save to create your new Folder.

Editing a Folder

1. Click on the Edit button for the Folder you wish to edit.


2. Change the Folder Name or edit the Users who will have access to the Forms in the Folder.


3. Click on Save to save your changes. You can also click on Cancel if you wish to cancel your edits.

Adding BCC Recipients

BCC Recipients for a Folder can only be added by editing an existing Folder. BCC Recipients for a Folder will get the default e-mail for every submitted Form in that Folder. BCC Recipients will not appear as Mandatory Recipients when sending the Form. If a Recipient does not have a first name or last name, his/her e-mail address will be displayed in the BCC Recipients list. Only Users and Recipients that have access to the Folder can be selected as BCC Recipients for that Folder.
 
1. Select any Users that wish to be added as BCC Recipients for that Folder. If you wish to add any Recipients as BCC Recipients, check the "Include Recipients in the List" box. 


2. Select the Recipients to be added from the BCC Recipients list. 



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