Manage Smart Form Categories

This guide provides step-by-step instructions on how to manage smart form categories on the web app. It explains how to edit, delete, and create categories, as well as how to filter smart forms based on these categories. This is useful for organizing and efficiently accessing smart forms.

Steps to Manage Smart Form Catagories:

1. Navigate to the web app: [companyname].ourpeople.com

2. Click "Smart Forms"

3. Click "Manage categories"

4. Click the 3-dot drop-down menu to edit or delete categories.

5. Click "Create Category" to add a new category.

6. Add a name to the new category.

7. Click "Save".

8. You can filter our smart forms based on these categories