*Please note this is referencing the old GoCanvas interface. If you are on the Professional Plan and wish to use folders, please contact Support by submitting a ticket to gain access to folders.*
Folders allow you to organize your GoCanvas forms and Submissions. They also show up on the the mobile device for your users. If you have a lot of forms, this is a great way to keep them organized.
Folders go one layer deep in GoCanvas; you are not able to create sub-folders.
Folders are only available on the Professional plan. Visit the Account area to upgrade your plan.
Create a Folder
To create a Folder, go to the Forms tab. You will find a "Create Folder" button.
Name your folder and hit "Save."
Organizing and viewing Forms and Submissions in Folders
Move GoCanvas forms into your folder by dragging and dropping them.
You may also move them by clicking the "Quick Links" icon (below) and selecting "Move."
Click on the Folder name to access the GoCanvas forms inside the folder.
Your folders will also show up in the Submissions area. It will tell you how many total Submissions are associated with each folder. The "Last Date" will show you the most recent date for any Submission received for a GoCanvas form in that particular folder.
Folders on mobile
Folders also appear on mobile devices to help your users in the field stay organized and quickly find the GoCanvas form they need. Users on mobile simply click on the folder they need to view the GoCanvas forms inside.
Comments
1 comment
did not tell me how to retire a folder
Please sign in to leave a comment.