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Creating a Folder in FormFlows

Organize your FormFlow templates with folders designed for specific processes, teams, or compliance categories—learn how to create them in just a few clicks.

Creating folders in the FormFlows app is a simple and effective way to organize your templates by department, process type, compliance function, or project. This helps teams quickly locate and manage FormFlows in a structured, scalable way.

Option 1: Create a Folder from the Templates Page

  • This is the most direct method, shown immediately when you enter the FormFlow Templates section.

1. Click "Create New Folder":

Creating a Folder_1

2. Enter Folder Details:

Creating a Folder_2

3. Click "Create":

Creating a Folder_3

Option 2: Create a Folder from the Hamburger Menu

1. Click the Hamburger Menu icon in top right corner

2. Select "Create New Folder" from dropdown menu

Hamburger Menu_Create New Folder