Form tags

Form tags can be used to categorize and organize your list of forms. This is especially helpful when you are working with many forms.

Using form tags is similar to putting your forms in folders but allows forms to be categorized in more than one way.

Follow these steps to set up and use form tags:

  1. Sign in to Advanced Forms and click Forms on the left-hand side.

  2. Next to any of your forms, click Actions  Manage tags.

  3. Click Manage Tags if this is the first time you are using form tags, as you must create some tags before assigning any to your form.

  4. In the Available Tags section that appears, type a tag and click Add.

    Repeat this process to add as many tags as you need for all your forms. You can return to this section anytime to add or remove available tags.

  5. Select a tag from the drop-down list in the Form Tags section and click Add. You can repeat this process to assign multiple tags to a form.

  6. When you are satisfied with the tags you have applied, click Close.

    You can repeat steps five and six on your other forms to assign tags to all your forms.

    You can now use the Filter by tag drop-down at the top of your form list to show the relevant forms using the tags you added.