Organizing Forms

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The View Forms area of the PerfectForms™ application offers you the ability to organize and categorize those forms for which you have "View" permissions into folders and sub-folders as needed.

 

You may establish account-level folders which are visible to all users in the account, or user-level folders which are visible only to the user who created them. To establish account-level folders, you must be a Full User and have the “Folders” option turned on in the Account Settings > User Details area.

 

Folders Option in User Details Area

 

To create a new Account or Personal folder, complete the following steps:

 

Document Icon
1.Navigate to the Forms Dashboard, and choose View Forms from the tree.
2.In the Dashboard Toolbar, select New > Folder > Personal or Account.

New Folder Option

3.Once the new folder has been created, you can click and drag forms into the folder as needed.

Folder Icons

 

Note: The ability to organize forms into folders is also available for reports in the Reports Dashboard > View Reports area. For additional information, see the Organizing Reports topic.

Updated: 23/01/2012  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_organizing_forms.htm
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