Add a Folder
Introduction
Folders allow you to organize all of the forms your users will need to service an account. Folders can hold as many forms as needed to complete a workflow. In addition to organizing, folders can be assigned to multiple users and shared to enable collaboration.
Add a Folder
Mobile Instructions
- Tap
Folders
from the Main Menu. - Tap
+
. - Fill in the New Folder details as desired:
- Folder ID: If you do not enter a specific ID, we will auto 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. Note: The other users must be on your Team to share the folder. Click here to learn more about Teams
- Tap
Create Folder
.
NOTE Once a folder has been associated with an account, it can not be moved to another account or merged with a folder of another account
Web Instructions
- Click
Folders
in the main menu. - Click
Add Folder
. - Select the Folder Type for the new Folder.
- Search for the Account you want to add the folder to.
- Optionally create the folder as a series.
- Click
Create Folder
.