Guides related to Folders and Forms
Help Guides provide in-depth explanations of key features, with step-by-step detail to help you get the most from your automation.
Folders and Forms Help Guide
The guide explains how folders are used to organise forms by creating, renaming, relocating, or deleting them within a structured library.
Forms, which function as questionnaires to capture data for automation, can be built with sections and fields, categorised in folders, and customised with settings like descriptions, jurisdiction, and time estimates. Users are also guided on managing forms by renaming, relocating, restoring from the recycle bin, or permanently deleting them when necessary.