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Folders

Group the forms in a workspace into folders. Every member sees the same folders.


How folders work

A form is in one folder, or in none. Folders can hold other folders.

Creating a folder

On the Forms page, click + Folder and name it. A folder or form you create while inside a folder goes into that folder.

The search box on the Forms page finds forms and folders by name in the folder you have open. To search the whole workspace, use Search in the sidebar.

Moving forms and folders

  1. 1

    Choose what to move

    For one form or folder, open its ⋯ menu and click Move to folder. For several, check their boxes and click Move in the toolbar.

  2. 2

    Pick a destination

    Click a folder in the tree, or type its name in the search box. Home takes them out of every folder, and New folder creates one inside the folder you picked.

  3. 3

    Click Move

    The button names the folder you picked.

Open a folder with its arrow and pick where the form goes. The button names the folder.

Renaming a folder

Open the folder’s ⋯ menu and click Rename.

Deleting a folder

Open the folder’s ⋯ menu and click Delete. This deletes the folder and the folders inside it. Their forms move to Trash, where you can restore them for 30 days.

Folders and AI

AI chat and your own AI tool can create, rename and move folders, and move forms. AI chat asks before it deletes a folder. See Using AI chat.

Next steps