Formitize User Guide

You can store your Resources in Folders to keep certain ones grouped together and make the Resource Documents easier to search and find. 

You can create the Resource folders only in the Web Portal (you can also only add the Resources in the Web Portal as well), however, you can access the Resources and Documents folders within the App - assuming you have the User permissions to access them. If you find you cannot access the Resources, then you may have to speak with your company's Formitize administrator to had the permissions added to your user account.

Folders can also contain sub folders which can be created when adding a new Resource document to your account.

You can view the Folders by going to Resources > Folders.

• How do I add a new Resource folder?
• How do I create a new Resource Sub-folder?
• Can I change Resource Folders into Sub-Folders?
• Can I delete a Resource folder?