How can I organize my forms into groups?

Forms can be organized into different spaces in your Dashboard.

If you scroll down in the Dashboard, you'll see a list of forms on your account. Below the search bar on the left are all of your "spaces," which are like folders for your forms. By default, your forms will be in a single space called "My Forms."

Click the "Add Space" button to create a new category that you can use to organize your forms.

To move a form into a new space, just drag and drop it in. You can also click the three dots next to a form (...) and then select "Move to..." to choose a new space.

Note: Transferring or moving a form between spaces will not impact any integrations, payment setups, data collection, or any other established features.

How do I manage my Spaces?

You have the option to rename, reorder, share and delete your Spaces.

• To change the name of a space, you can either click on the Cogwheel icon beside the space and select "Rename", or edit the name directly at the top of the Dashboard (right above the list of forms).

• To re-order your spaces, drag and drop them into position on the left side of the Dashboard.

• To delete a Space, click the Cogwheel icon next to its name then select "Delete".

How do I give someone else access to a Space?

You can share a Space with te users by clicking on the Cogwheel icon next to its name, then clicking "Share with...".

This will open a pop-up where you can enter a user's email address. If they are already a member of your Paperform team, their name and email will appear on the dropdown.

Simply click "Share" to add them to the Space.

Any users who have already been given access to the Space will be listed below the search bar (except Admins who have access by default).

Can I invite someone who isn't part of my team yet?

If the user is not already on your Paperform team, typing their email address will prompt you to "Invite" them.

Clicking "Invite" will open up the Invitation Flow modal, where you can set their permission levels.

This will send them an invitation via email to join your team. Once accepted, they will be able to view their forms on their Paperform Dashboard.

How do I control what kind of access users have on my Space?

If a user is already on your team, they will retain the same level of permissions for that Space. For example, if they are a viewer, they'll only be able to view the forms and submissions in the Spaces you add them to. To manage permissions, follow the instructions in this help article.

Gotchas

• If you delete a space, this also deletes all of the forms inside of it. Make sure to move any forms you want to keep to a new space first.
• You must have at least one space in your Dashboard.
• If you are a sub-user on a team with user or viewer permissions, you can't make changes to spaces for the account. Admins and the account owner can use spaces to determine which users and viewers have access to which forms.