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Workspaces & Teams

Folders

Organize forms inside a workspace with folders.


How folders work

A form lives in one folder, or in none. Folders belong to a workspace: they are not shared across workspaces, and every member of the workspace sees the same folders.

Folders nest. A folder can sit inside another folder, at any depth. Each folder card shows how many forms are directly inside it.

Creating a folder

Click Folder next to the Folders heading, or Create Folder on the empty workspace screen. Name it and confirm. Creating a folder while you are inside another folder makes it a subfolder of the one you are in.

Creating a form while you are inside a folder puts the form in that folder automatically.

Moving forms and folders

  1. 1

    Select what you want to move

    Check one or more forms or folders in the form list.

  2. 2

    Click Move

    The toolbar shows Move once something is selected.

  3. 3

    Pick a destination

    Click a folder to select it, or double click to open it and go deeper. The breadcrumb at the top walks back out — Home is the top of the workspace.

  4. 4

    Click Move

    Everything you selected lands in the folder you picked.

Choosing Home moves the selected forms out of every folder, back to the top level of the workspace. A folder you are moving cannot be picked as its own destination, nor as a folder inside it — those destinations are greyed out.

Empty folders and empty workspaces

The two look different on purpose:

  • This folder is empty — the folder has nothing in it yet. All forms takes you back to the top of the workspace, where your other forms are.
  • No Folders or Forms — the whole workspace is empty. You get a Create Folder and a Create Form button.

Deleting a folder

Deleting a folder is not the same as deleting a form.

Deleting a single form is the safe path: it goes to Trash and you have 30 days to bring it back. The same is true when you select several forms and delete them in bulk — forms go to Trash, folders do not. See Trash & restore.

Renaming a folder

Open the folder card’s actions and choose Rename. Renaming changes nothing about where the forms inside it live.

Folders and AI

AI chat and connected MCP clients can list, create, rename and move folders, and move forms between them. When AI creates a folder with a name that already exists at the same level, it reuses the existing folder instead of creating a duplicate. Deleting a folder always asks you to approve it first. See Using AI.

Next steps