Your First Folder

Introduction

Folders are a great way to group similar forms or create a process for your employees. You can create as many folders as you need. Folders can be setup to capture the following information:

• Scheduled dates
• Location
• Description
• Status (open or closed)

Add a Folder

Web Instructions

1. Click Folders in the main menu.
2. Click Add Folder.
3. Select the Folder Type for the new Folder.
4. Search for the Account you want to add the folder to.
5. Click Create Folder.

Mobile Instructions

1. Tap Folders from the Main Menu.
2. Tap +.
3. Fill in the New Folder details as desired:

• Folder ID: If you do not enter a specific ID, we will generate one for you.
• Folder Type: Required, Select the type of folder you'd like to create.
• Account: Required.
• Location
• Description
• Schedule Details: Select a start and end time to schedule your folder. You can also add a note for the person(s) you share the folder with.
• Share Folder With: Select people to share the folder with. The folder will display in their schedule as well as yours.

1. Tap Create Folder.

Learn more about the amazing power of Folders!