Folders

From your dashboard click the forms button on the left of your dashboard.

On the Forms page you will notice a Folders header and a Form header.

Under the Folders header, there are 5 folders. Notice that the Labor Relations Training folder is highlighted with a box around it. When highlighted the forms in that folder to show at the right under the Form header.

Clicking on the Vehicle Checklist folder shows 2 forms.

Directly under the Folders header there are three control buttons:

An add button for adding folders

A change button for editing or deleting folders

And an organize button for changing the order of the folders shown and for moving one folder inside another. Whatever way the forms and folder appear here is the way they will appear on the phone app. It may be useful to place the most used folder and forms at the top of the list.

Clicking the Add button brings up a dialog box requesting the name of the new folder. In this case, it will be named Employee training. Clicking the OK button returns the screen to the forms page and shows the new folder, Employee Training, at the bottom of the list.

Clicking on the Vehicle Checklist folder highlights it and shows its forms on the right.

Then clicking the Change button makes available an Edit pencil icon and a Delete x icon.

Clicking the Edit pencil icon next to the folder name shows a dialog box which allows changing the name of that folder to Morning Checklists. Clicking the OK button changes the folder name. Clicking the Done button at the top of the page completes the change.

Clicking the Checklists folder highlights it.

Clicking the Change button makes available the Edit pencil icon and a Delete x icon.

Clicking the Delete x icon next to the Checklists folder shows a dialog box which warns that clicking OK will delete all forms in that folder and requires the words DELETE ALL in caps to be typed. Typing DELETE ALL and then clicking OK deletes the folder and all its contents.

To organize the folders, click the Organize button. Grab the Notes folder.

To organize the folders, click the organize button. Grab the Notes folder.

Pull the Notes folder to the bottom of the list.

Grab the Employee Training folder and move it below the Labor Relations Training folder, then move the Employee Training folder to the right and it become a subfolder of the Labor Relations Training folder.

When finished arranging the folders, click the Done button to complete the process.

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