Keep your forms organised and easy to find. Learn how in this one minute video. If you have a lot of forms, it can sometimes be challenging to find them when you’re sending to sign. That’s where form categories comes in handy. To categorise your form: – Navigate to the templates tab. – Click ‘Categories’ on the left hand side menu, and add a category. – Click on the document you wish to add to a category, then choose the category and click ‘Update’ In the master documents tab, you’ll see that your form has been categorised into different tables. You’ll also notice this when you start signing – when you click on templates, you’ll see that your categories have been turned into folders. It couldn’t be more simple!

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