Folders for form organization
Folders for form organization
We are gathing more information. Please tell us more about how this feature would benefit your team.
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Stephen Bennitt commented
It would be beneficial to our company to have the ability to organize completed forms based on type, area, date range, etc.
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Oscar Cedillo commented
Often time we use a template over and over again . In our company I use to take store surveys. I have over 2 hundred accounts
I sort the by routes. I would nice to sort the by folders to keep
The work area more organized -
Charlotte Douglas commented
It's too messy the way it is. Would be nice to be able to view submitted forms and file/orgnanize them. We are submitting over 100 forms a day.
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RICK CARRELL commented
FORM FOLDERS AND SUB FOLDERS, ALSO AUTO TAG BY THE STATUS OF FORM.
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Colette Fritzlen commented
Love workflow folders - NEED IN THE FORMS section!!!!
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Administratie VGG commented
We have different kind of projects and per project we have 5 reports for each product we made in that project and normally we have per project 95 products. So 95x5 = 475 reports per project. It would be perfect if we can organize the forms per project. Now we have to search through 93 pages already...
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Jessie Counts commented
It would also be helpful to be able to have folders inside group/template folders. For example, we have templates for single-family inspections, multifamily inspections, HVAC inspections as well as checklists for tune-ups and HVAC replacements. It would be nice to be able to have a Single-family folder inside each sub folder that could house ALL of the Singld-family templates, and same with multifamily or HVAC.
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Jessie Counts commented
Several of our subs have requested this feature as well. When you start inspecting 100+ unit multifamily properties, organization is key.
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Amy Aldworth commented
We are capturing Commercial Building Inspections and it would be nice if we could organize them by building with folders or even by Property Classification. It would also be helpful to have folders for each team using GoFormz. We are a small organization and we have users who work for both our Commercial and Residential teams. Having the ability to store all Commercial forms separate from all Residential would be great and then additionally the ability to have subfolders would be ideal! Another potential use would be folders for each year's inspections. Thank you!
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Ed Muniz commented
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shantih haast commented
Folders for invoices please
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Gillian Frazer commented
We would like to achieve an e filing system that contain folders which will be located in the Forms tab of your website. The purpose of the folders is for our admins to easily identify the different forms we use so that we can process them swiftly (example folders below). If this functionality is not currently available, I ask that you add it to your customer wish list.
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shantih haast commented
Being able to organize clients into folders will greatly increase organizational aspects of keeping track of client invoices. Cut down the time in finding clients material without having to constantly search for each client when updating and managing clients invoices. It will reduce the amount of pages as invoices will be gathered into folders. This will definitely increase the efficiency of the workflow.
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Anonymous commented
create folder structure within the forms tab