Manage the forms and folders in use in your organisation with effective processes.
Overview
The "Organising Forms" guide explains how to manage forms and folders within Smarter Drafter. It covers best practices for keeping forms structured, including moving forms to new folders and deleting unnecessary forms or folders.
Learning Outcomes
By using this guide, you will learn how to:
- Move a form to a new folder by cloning it to the correct location.
- Ensure proper form naming conventions and alias consistency.
- Delete outdated or unnecessary forms and folders to maintain organisation.