Add a Folder


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

  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 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
  4. 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

Add a Folder Mobile

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. Optionally create the folder as a series.
  6. Click Create Folder.

Add a Folder

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