Form Categories help you organize and manage all the company forms available to all users.

Form categories can only be set up by users who have Web Forms Manager privileges. These privileges are set up by the system administrator. See Set Up Web Forms Managers for a step-by-step guide on how to give users Web Forms Manager rights.

If you have Web Forms Manager privileges, set up form categories following these steps:

1. From the Home Page, click Web Forms on the Share360 menu.

   The Web Forms window appears.

2. Click Manager Options or click My Options in the footer.

   Note: You can access My Options from any page; just use the left navigation in My Options to find the specific Home Page or application options.

   The Web Forms Manager Options Menu window appears.

3. Click Form Categories.

   The Form Category Setting window appears.

4. Choose an option:

   To add a new category: Click Add, enter a category name, select forms to include in the new category, click Add, and then click Save.

   To edit a category (rename): From the list box, select a category, click Edit, enter a new category name, and then click Edit.

   To delete a category: From the list box, select a category, click Delete, and then click Yes to confirm.