How to Customize Form Categories & Documents

Organize your forms and documents in custom categories that make the most sense for your business.

    Create, Edit, and Arrange Forms Categories

    To access Forms, go to Admin > Documents.

    Click Form Categories.

     

    Form Categories

    To Add a New Category:

    Type in the name of the form you want to add in, New Form Category, and hit Add!

     

    New form category

    Edit an Existing Category:

    Click on the category you wish to edit.

    Make the desired changes and hit Save.

     

    Change title

     

    To Delete a Category:

    Click the Trash icon under the Remove column.

    Remember, you will not be able to delete a category until forms within the category are reassigned to another category.

     

    Note: Print Materials, Operational Forms, and Government Forms categories cannot be edited or deleted.

    Commonly Asked Questions:

    Why can't I see and manage my forms and documents?

    You may want to check and see if your permissions are set up correctly for you to have access. If you are unsure, give our support team a call!

    Why can't I delete certain categories?

    There are two reasons you might not be able to delete a category:

    1. The category may be in use or have forms in it! To delete, be sure all forms have been moved to another category and are not in use.
    2. If the category is managed and updated by Passare (Operational Forms, Government Forms, or Print Materials), you cannot edit or delete it. 

      Need Help? Email us at support@passare.com or call 1-800-692-5111!