How to organize and manage your folders

Your manage page will show all forms that you have initiated, approved, or have been granted permission to view, except any forms that have been archived by the owner.

There are features available that help you organize your Informed K12 homepage. In this article, we’ll give an overview of how you can organize and manage your folders.

In this article:

Note: These features are only available for account holders. If you do not have an account but would like to sign up for one, please reach out to your district's people admin.

How to organize forms with Folder Collections

The Folder Collection feature allows you to create and customize a collection of forms, making it easier to organize and manage them.

With collections, you can:

Creating a Collection

1. Click the + Collection button.

2. Customize the name and color (optional) for your collection.

3. Click Save and your collection will be added to your Manage Page.

Add an Individual Form to a Collection

1. Click the arrow at the top right of the form and select Move to Collection.

2. Choose the collection that the form will be moved to.

3. Click Save.

Add Multiple Forms to a Collection

1. Click the arrow at the top right of the folder and select Multiselect.

2. Select the forms that you want to move into a collection.

3. Select Move to Collection at the top right of the screen.

4. Choose the collection where the forms will be moved.

5. Click Save.

Delete a Collection

1. Click the arrow at the top right of the collection.

2. Select Ungroup

3. The collection will be deleted and forms will return to the manage page.

How to archive forms

Forms can be archived by the Form Owner or Form Admin, and will appear under the Archived Section. These forms will no longer be able to accept or process submissions; however, they can still be viewed.

You can also archive your own forms that are no longer needed. To archive a form, click the arrow at the top right of the form and select Archive from the dropdown menu.

NOTE: If you are the Form Owner or a Form Admin, archiving a form will prevent submissions from being processed district-wide. If you don't want to view a specific live form, use the folder collection feature instead.

How to mark a form as a favorite

You can mark your most important or frequently used forms as Favorites, which will appear in the Favorites section on your manage page. These forms will also still appear under the forms list or within a collection.

There are two ways to mark a folder as a favorite

1. Click the star at the top left of the folder
2. Click the arrow at the top right of the folder and select "Favorite"

Note: Your Favorites section will continue to show forms you’ve favorited, even if they are archived.

How to search and sort forms

Forms default to sorting by A-Z on the manage page and within a collection. You are able to sort the page by Last Created by clicking the sorting dropdown at the top of your forms section.

You also have the ability to search for forms using keywords in the search bar at the top of the page. This will search across all your forms, including collections and archived forms.

search folders gif.gif

How to determine the status of a form

Forms statuses can be identified by different descriptions or banners that are displayed on folders on the manage page.

A. No New Submissions - New submissions cannot be accepted, but existing submissions can still be processed

B. Pause All Submissions - Submissions cannot be accepted or processed

C. Archived -The form is no longer being used and submissions cannot be accepted or processed

D. Test Mode -The form is in test mode and should not be used for live submissions.

E. Group Forms -Displays the name of the group that the form was sent to

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