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Organizing Projects in Folders

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Folders are a great way to keep your surveys organized. SoGoSurvey starts the organization for you, but only you know the system that will work best for you!

By default, your account has four System-defined folders (Main, Archive, Recycle Bin, Shared) that are designed around functionality.
Additionally, you may create user-defined folders, which will be displayed under the ‘My Folders’ section on the left-hand side of the screen

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Access Folders

From any tab, folders can be located on the left-hand side of the screen.

Add Folders

  1. From any tab, click on the + next to MY FOLDERS.
  2. Enter a name for your folder.
  3. Click the check to Save.
  • Up to 20 folders can be added to your account.
  • Account sub-users cannot add folders.

Add Sub-Folders/Nested Folders

    1. From any tab, navigate to MY FOLDERS and hover over your chosen folder.good-to-know-_1__0001s_0000_4

  • Click on the + icon to the right of the folder name.
  • Enter the name of the new sub-folder.
  • Click the check to Save.

 

Edit Folders

    1. From any tab, navigate to MY FOLDERS and hover over any folder.
  1. Click on the pencil icon to edit.
  2. Make the desired change.
  3. Click the check to Save.

Delete Folders

  1. From any tab, navigate to MY FOLDERS and hover over any folder.good-to-know-_1__0001s_0002_2
  2. Click on the trash icon to delete.
  3. Click OK to confirm.

You can only delete an empty folder. If the folder you try to delete is not empty, you will be notified.

Drag and Drop

You can rearrange folders by dragging and dropping them into your preferred order.good-to-know-_1__0001s_0001_3

Manage folders and organise your survey project