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How can we improve GoFormz template building and data collection?

'Sub folders' has been merged into this idea

Forms, Templates & Public Forms: Templates & Forms

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Create Sub-folders within folders in Templates tab

Currently you are only able to create one folder under the Templates tab. I would like to be able to create sub-folders within that top folder for better organization of my templates. This would help our organization organize custom templates for each of our customers and allow our technicians to be able to navigate to that particular template quicker.

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Nick Rivera shared this idea  ·   ·  Report…  ·  Admin →
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  • Nick Rivera commented  ·   ·  Report

    15 years and waiting for this feature!! How about now?

  • Office Staff commented  ·   ·  Report

    Add subfolders to folders. Example: Install Department --> Payment Forms, Completion Forms, Misc Forms. Etc.

  • Barry Veitch commented  ·   ·  Report

    Please allow creation/management of templete subfolders.

  • Chris Ivie commented  ·   ·  Report

    I would like to be able to add sub folders to existing folders for forms and templates.

  • Shelley McKain commented  ·   ·  Report

    This functionality is in the Templates area, now needs to be moved to the FORMS area, PLEASE!!

  • SME - Admin 1 commented  ·   ·  Report

    Having one more level to the folder structure within templates would allow me to group together all the folders I have for each entity of our company. This would be AMAZING ! and allow for less scrolling when searching for a specific folder. I have 10 folders at least for each entity and 8 or more entities for the company in total.

  • Nick Rivera commented  ·   ·  Report

    Any update on this?? We've been with GoFormz now for i believe over 10 years and I've been asking for this for as many years. Our Sister company now has an account and is asking about this.

    All we're looking for is a means to better organize our templates. Sometimes the names of a template might not be apparent or a tech might not be sure if one was generated for a customer. By having a folder system in place it would help answer that question in the field for them as they would know which folders to check in. This would just be one benefit for this.

    If i was able to add a screenshot I would show you what we're dealing with. Again appreciate the consideration, but would much rather see this finally implemented.

  • Lori Garner commented  ·   ·  Report

    This feature would be extremely helpful for our business. We have hundreds of templates, and the single level folder option provides little in the way of organization.
    I would very much appreciate having at the least, one more folder level added, if not two.

  • Jessie Counts commented  ·   ·  Report

    Yes! This! 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 Single-family templates, and same with multifamily or HVAC. Easy to organize and locate the proper forms based on the scope of the job

  • Brandon Tupper commented  ·   ·  Report

    Being able to create subfolders in each folder would be helpful.

  • Jon Hall commented  ·   ·  Report

    This would be very useful for organizing templates and would also help users navigate to and locate templates.