Form Creation Tool Overview

The form creation tool provides various templates to build forms tailored to your business needs. These forms can help gather essential information from website visitors, collect data when appointments are scheduled, or serve other purposes that align with your objectives. Keep in mind that access to certain features might be restricted depending on your user permissions. 

Adding a New Form

When you're ready to design a new form, simply click the "Add New Form" button. This will open up the interface to create a custom form that aligns with your specific needs and goals. 

Creating a Folder

To organize your forms better, you can click on the "Create Folder" button. After naming the folder appropriately, hit "Confirm" to save it. This feature helps in managing your forms and documents systematically. 

Viewing Your Form List

Under the form section, you can view a list of all forms and folders that have been created previously. 

Searching for Forms

If your list of forms is extensive, you can quickly locate a specific one by typing its name in the search bar.

Form Details

Each form is displayed along with relevant details, including:

• Name: The name of the form.

• Last Updated: The date and time when the form was most recently modified.

• Updated By: The name of the person who last edited the form.

Additional Actions for Forms

You have several options for managing your forms:

• Edit: Click this to modify an existing form.
• Duplicate: If you want a copy of the form, click on "duplicate."
• Share: Share the form with other locations in your CRM by clicking "Share."
• Move to Folder: To organize the form within a folder, click this option and select the desired folder.
• Upload to Template: Save this form as a template by filling in its name and category.
• Delete: If no longer needed, click "delete" to permanently remove the form.

Managing Form Folders

The form folder section organizes all folders, displaying each folder's name. 

• Name: The folder's name is listed here.

Clicking on a folder's name will display:

• A list of all forms contained within it.

• The date and time when each form was last updated.

• The person responsible for the last update.

• Options to edit, duplicate, share, move, or delete the form.

Folder Details

Each folder displays:

• Last Updated: The last date and time the folder was updated. 

• Updated By: The name of the person who last modified the folder. 

Additional Folder Actions

• Edit: Modify an existing folder.
• Delete: Remove the folder permanently if needed.