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3 March, 2025
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Submitted Forms Folders Improving Organization and Workflow

We’ve given our Submitted Forms Tabs a little makeover! They’re now called Submitted Forms Folders, and we’ve made them even more intuitive and useful. This update is all about making it easier for you to organize, access, and search your submitted and saved forms in a way that works best for you.

 

 

Why Use Submitted Forms Folders?

Submitted Forms Folders allow you to structure your forms in a way that makes sense for your workflow. Instead of searching through a long list of submitted forms, you can now categorize them into folders, making it quicker and easier to find exactly what you need.

 

Key Benefits of Submitted Forms Folders:

Better Organization – Group your submitted forms into folders for improved structure and easy access.

Improved Workflow – Make searching for reports a breeze by setting custom columns to display important form fields like client name, property address, project details, or submission date.

Team Collaboration – Share specific folders with team members to enhance productivity and coordination.

 

By using Submitted Forms Folders, you’ll be able to find information faster, streamline your processes, and improve collaboration across your team.

Take a moment to explore this update and make the most of your submitted forms.