Managing Folders

Folders are a useful way of keeping surveys organised. You can use folders to archive completed surveys, and also to set surveys as templates for future use.

Creating a New Folder

To create a folder for your surveys:

1. Go to My Surveys and click the Manage.button
2. To the right of the screen, click the green Create New Folder button.
3. Type the Name of the new folder.
4. Under Template Folder, you have three choices:
   • Leave the new folder as a standard Survey Folder (default).
   • Survey Template - All surveys in here will appear as templates in the Create New Survey tab.
   • Survey Template (Including sub-users) - All surveys in here will appear as templates in the Create New Survey tab for your account as well as any sub users on your account.
   • Archived - These folders will archive any surveys you put in them.

Managing Survey Folders

You have three options for managing your survey folders, you can move, edit or delete folders.

Moving a Survey

1. Whilst in the Manage folders page, click Options to the right of the folder you wish to move.
2. Select the survey(s) you wish to move by checking the checkbox within the survey list.
3. From the drop-down menu below the survey list, select the folder you wish to move the survey(s) to.
4. Click the green Move Surveys button on the bottom of the popup to apply.

Editing a Folder

1. Whilst in the Manage folders page, click on Edit to the right of the folder you wish to edit.
2. Enter a new Folder Title if you wish to rename it.
3. Select the Folder Type from the Template Folder drop-down menu.
4. Click Save.

Deleting a Folder

1. Whilst in the Manage folders page, click on the Delete button to the right of the folder you wish to delete.
2. Type DELETE to confirm.
3. Click Yes and your survey folder will be instantly deleted.