You can create folders, rename folders, and delete folders to manage forms.

Create a folder

  1. Log on to the Quick BI console.
  2. In the top navigation bar, click Workspace. In the left-side navigation pane of the Workspace page, click Forms.
  3. Click Create Folder. In the dialog box that appears, enter a folder name.
  4. Click OK.

Rename a folder

  1. Log on to the Quick BI console.
  2. In the top navigation bar, click Workspace. In the left-side navigation pane of the Workspace page, click Forms.
  3. Find a form folder, and click the Rename icon in the Actions column. You can also right-click the row where the folder is located and select Rename.
  4. Enter a new folder name, and click OK.

Delete a folder

  1. Log on to the Quick BI console.
  2. In the top navigation bar, click Workspace. In the left-side navigation pane of the Workspace page, click Forms.
  3. Find a form folder, and click the Delete icon in the Actions column. You can also right-click the row where the folder is located and select Delete.
  4. Click OK to delete the folder.