--- title: How to Manage Your Forms in Capture Forms description: Organise Capture Forms into folders, filter and search, use the Actions menu, copy or delete forms, and track submissions. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-manage-your-forms-in-capture-forms#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Marketing](https://support.pabau.com/en/pabau2/marketing?hsLang=en) 3. [Capture Forms](https://support.pabau.com/en/pabau2/marketing?hsLang=en#capture-forms) # How to Manage Your Forms in Capture Forms ## In this article, you will learn how to organise, filter and manage your forms on the Forms tab, and how to track their submissions and performance. #### **Step 1: Open The Forms Tab** 1. Go to **Marketing → Capture Forms**. 2. Click the **Forms** tab at the top. The table lists your forms with the most recently updated first. For each form you can see: - **Name** — click it to open the form's **View Record**. The form type (**Lead** or **Client**) is shown underneath. - **Status** — a switch that turns the form on (**Active**) or off (**Inactive**). - **Views**, **Submissions** and **Conversion** — all-time figures, where Conversion is submissions as a percentage of views. - **Updated by** and **Updated** — who last changed the form, and when. ![The Forms tab with the Folders list, filters, search and forms table](https://support.pabau.com/hubfs/kb/capture-forms-03-forms-list.png) *The Forms tab* #### **Step 2: Organise Forms Into Folders** The **Folders** list on the left shows **All Forms**, **Uncategorized** (forms not in a folder) and any folders you have created, each with a count. 1. Click **Create folder** (or **Manage folders** once you have folders). 2. Type a name in **New folder name…** and click **Create**. 3. To rename a folder, edit its name in the list. To remove one, click **Delete** and confirm — the forms inside are not deleted; they move back to Uncategorized. 4. Click **Done** to save your changes. You can also click the pencil next to a folder in the sidebar to open the same window. #### **Step 3: Filter And Search** - **Status** — **All statuses**, **Active** or **Inactive**. - **Updated by** — **Anyone**, or a team member who has edited forms in this folder. - **Updated** — a date range, with the same presets as the Dashboard. - **Search forms…** — type part of a form's name. Click **Clear filters** to reset them. #### **Step 4: Turn A Form On Or Off** Click the **Status** switch on a row. The form stays in the same place in the list while you toggle it, so you can switch several forms in a row. A form you have just toggled stays visible even if it no longer matches your filters, until you change the search, a filter or the folder. #### **Step 5: Use The Actions Menu** Click **Actions** on a row to open these options: - **Update** — open the form in the builder. - **Settings** — open the form's settings. - **Conditional Rules** — make fields react to answers. - **View Record** — see a summary of the form's setup. - **Copy** — make a copy of the form. - **Move to Folder** — move the form to Uncategorized or one of your folders. - **Publish & Share** — get embed codes, links and QR codes. - **Submissions** — see the answers people have sent. - **Submissions Report** — build charts from the answers. - **Form Analytics** — see the form's performance. - **Delete** — permanently delete the form. ![The Actions menu open on a form row](https://support.pabau.com/hubfs/kb/capture-forms-04-forms-actions-menu.png) *The Actions menu* To move a form, click **Move to Folder**, then pick a folder from the list that opens in the same menu (click **Back** to return). ![The Move to Folder list inside the Actions menu](https://support.pabau.com/hubfs/kb/capture-forms-05-move-to-folder.png) *Moving a form to a folder* #### **Step 6: Copy A Form** 1. Click **Actions → Copy**. 2. Enter a name for the copy. 3. Under **Include**, tick what to bring across: **Settings**, **Confirmation**, **Notification**, **UI**, **Rules** and **Report**. 4. Click **Copy**. #### **Step 7: Act On Several Forms At Once** Tick the checkboxes of two or more forms, then open the **Bulk Actions** menu to **Set as Active**, **Set as Inactive**, move them to Uncategorized or a folder, or **Delete** them. #### **Step 8: Delete A Form** 1. Click **Actions → Delete** (or use **Delete** in Bulk Actions). 2. Type **DELETE** in capital letters to confirm, then click **Delete**. **WARNING:** Deleting a form permanently deletes it together with all of its submissions, files and comments. This cannot be undone. If you only want to stop people using a form, switch its **Status** off instead. ### Track submissions and performance #### Submissions Click **Actions → Submissions** on a form to see everything people have sent through it. - **Search** by text, or use **status:new**, **status:read** or **status:spam** to filter by status, and **#:** followed by a number to find a submission by its reference. - Use **Date range** to show submissions from a set period, and **Columns** to choose which columns appear. - Click **Export** (or **Export CSV**) to download the submissions as a CSV file. - Tick submissions to **Mark read**, **Mark unread** or **Delete** them. Open a submission to see the full answers on the **Submission** tab, any uploaded files on the **Files** tab and internal notes on the **Comments** tab. From here you can **Print** the submission, edit and **Save changes**, and click **View client in CRM →** or **View lead in CRM →** to open the record the form created. Opening a submission marks it as read. ![The Submissions screen with search, Date range, Columns and Export](https://support.pabau.com/hubfs/kb/capture-forms-18-submissions.png) *The Submissions screen* **WARNING:** Deleting a submission removes the person's answers and any attached files. This cannot be undone. #### Submissions Report Click **Actions → Submissions Report** to chart the answers to your questions. Click **Add chart**, give it a **Title**, choose a **Type** (Pie chart, Donut chart, Row chart or Bar chart) and a **Data field**, then click **Save report**. Use **From** and **To** to limit the dates, and **Reset** to go back to the last saved version of the report. #### Form Analytics Click **Actions → Form Analytics** to see the form's all-time **Views**, **Form starters**, **Submissions** and **Conversion rate**, along with its most recent submissions. #### View Record Click the form's name (or **Actions → View Record**) to see a read-only summary of how it is set up, on the **Form Info**, **Confirmation Info** and **Notification Info** tabs. The icons at the top give you quick access to the builder, settings, rules, submissions, report, analytics and sharing. --- What's next? The complete Capture Forms guide series: - [Capture Forms](https://support.pabau.com/en/pabau2/capture-forms?hsLang=en) - [How to Use the Capture Forms Dashboard](https://support.pabau.com/en/pabau2/how-to-use-the-capture-forms-dashboard?hsLang=en) - [How to Create Forms Using Capture Forms](https://support.pabau.com/en/pabau2/how-to-create-forms-using-capture-forms?hsLang=en) - [How to Edit Your Forms in Capture Forms](https://support.pabau.com/en/pabau2/how-to-edit-your-forms-in-capture-forms?hsLang=en) - [How to Add Forms to Your Website](https://support.pabau.com/en/pabau2/how-to-add-forms-to-your-website?hsLang=en) Questions? Reach us any time via the in-app chat — we're happy to help. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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