Form Folder Management

If you have several form templates, organize them into folders. 

Note: In a multi-practitioner account, only the administrator account can create folders and add forms to them.

1. Click My Forms and scroll to the section where you want the folder to appear: in Questionnaires, Consent Forms, or Note Templates.
2. Click + New Folder at the top right corner of the section.
3. Give the folder a name and click Save.
4. Your folder will appear in blue.
5. Drag and drop forms into the folder; the folder will turn green when you select it.
6. Click a folder to view its contents.
7. If you wish to remove a form from a folder, click and drag it into the Back box. This will move the form back to the Home page.

Folders will also organize the list of forms in the dropdown list used to send forms to clients. The list of forms will reflect the folder hierarchy, as seen in the image below: