Workspaces and folders
Organize your forms into workspaces for each team or client, and into folders within them.
Workspaces
A workspace holds forms, members, billing and settings. Most people use one workspace for their company. Agencies often create one per client.
- Switch workspaces: use the workspace menu at the top of the sidebar.
- Create a workspace: choose Create workspace from the same menu. Each workspace has its own plan.
See Workspace settings to rename a workspace, change its URL or add a logo.
Folders
Folders group related forms. Everyone in the workspace sees the same folders.
| To… | Do this |
|---|---|
| Create a folder | Click New folder, then give it a name and an emoji icon. |
| Create a subfolder | Open a folder and click New subfolder. Folders nest up to five levels deep. |
| Move a form | Drag it onto a folder, or choose Move to… from the form’s menu. |
| Rename a folder | Choose Edit folder from the folder’s menu. |
| Delete a folder | Choose Delete from its menu. Its forms and subfolders move up one level; nothing is deleted. |
Forms that aren’t in a folder appear under Unsorted.
Form actions
From any form’s menu on the dashboard you can Rename, Duplicate, Move to…, Archive or Delete it. Use Search in the sidebar to find a form by name.