How to Move Forms into Folders

What is it?

Form folders allow you to organize your organization's form list to suit your needs.  Common organizational methods are to create folders for each month or year, or to organize by type of form: dues, events, surveys, etc.  MemberClicks does not delete forms, so creating folders is a great way to stay organized and to save legacy data.

How it works

The first step to organizing the form list is to create a folder.  To create a folder for forms, follow these instructions:

Navigate to Forms > Form List

Once you have arrived at the form list, tag a form you wish to move and select New Folder from the Move To drop down box at the bottom of the list of forms.

This will open a new window in which you can name your new folder

Once you have named your new folder, click submit.  Your form wil be moved to the new folder and you will be returned to the Unfiled folder.  

You can open the newly created folder from within the form list by choosing it from the View Folder drop down.

Choosing a folder from the list will bring you to the forms stored in that folder.

Now that you have created a folder, you can move additional forms into it by returning to the Unfiled folder, tagging the forms which you wish to move, and selecting your folder from to Move To drop down box at the bottom of the Form List.

Quick Tips

You can create as many folders as you need to meet your organizational needs.

If you ever need to delete a folder, the forms within that folder will be automatically moved to the Unfiled folder.