Folders - Organize Surveys - How to?

Folders can help you manage and organize your surveys efficiently. You can share folders within your organization and also use folders to provide secure access or limit access to surveys within your organization.

You can create folders to store and manage your surveys.

• Under surveys, My Surveys is your default folder. This folder cannot be renamed or deleted.
• To add a folder, click on the Add Folder button.
• Enter a name for your folder and create a new folder.
• You can create as many folders as you like.

Hover on the folder name and click on the folder options (3 dots) menu.
Click on Share Folder

On the popup, assign permission to the folder and save changes.

You can assign the following permissions:

• Edit: Shared users or teams have full access to the survey and can make changes to the survey, copy these surveys, distribute these surveys, and also analyze results.
• Copy: Copy permission allows users to copy the survey. They cannot make any change to the original survey or access any other settings or tools.
• Analyze: Analyze permissions will allow users access to the Analytics tab will full access to all reports and data. They won't be able to edit the survey or access distribution or any other settings or tools.

On the folder you wish to rename or delete, click on the folder options (3 dots) menu. To rename, select the rename option. Enter the new name and save.
To delete the folder, select the delete option.

Yes. Select one or more surveys that you want to move.
Click on the Move option.

Select the folder where you wish to move the surveys.

Yes. By default, the folders are arranged alphabetically.
To rearrange, click on the sort icon on the My Surveys folder and select one of the following options.

• A - Z
• Z - A
• Latest first
• Oldest first