Managing Categories

Jeffrey McClure

Managing Categories is a folder system to keep your Smart Forms organized so that Team members will be able to find them easily.

Not sure what Smart forms are? Please Read Smart Forms Overview for more information.

Need a refresh on Broadcasts? Please read the Broadcast Overview documentation.

Please choose Smart Forms and select Manage Categories as shown below:

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You can go between Managing Categories and Managing Forms.

Creating a Category:

Choose "Create Category" then you name the Category.

Smart Form Management:

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You manage your smart forms by clicking on

This allows you to have the option to Edit or Delete Categories.