Organizing the TreeView

You can organize your fillable forms in the TreeView. You can use folders to categorize your fillable forms.

Court fillable forms are organized in a jurisdiction/type-of-law hierarchy, while general office fillable forms are organized in a single-level folder system.

Do any of the following to create an organizational structure in the TreeView for your fillable forms.

To create a folder

1. Highlight a top level folder.

2. Right-click within the TreeView, point to Add Top Level Folder, and click Court Forms or General, depending on the type of fillable forms the folder will store.

3. A window appears prompting you for a folder code. Enter a code for the folder and click Done.

4. A window appears prompting you for a folder description. This is the label that will display in the TreeView. Enter a description and click Done.

5. The Valid Entries window appears listing the new folder. Click Done.

To move fillable forms within the TreeView organization

Right-click the fillable form you want to move and click Edit properties. The Edit Properties window appears.

If the fillable form is a general form:

• Change the Category field to the top level folder you want to store the form.

• If want to store the form in a sub-folder, set Folder (General forms only) to the sub-folder name.

If the form is a court form:

• Change the Category field to the top level folder you want to store the form.

• Set Jurisdiction to the jurisdiction for the form.

• Set Type to the type of law for the form.

Click Done to save your changes.

To move folders up/down in the tree

Right-click the folder you want to move and click Move TLF up or Move TLF down.

To delete a folder

Remove all fillable forms from the folder or move them out of the folder. Then, right-click the empty folder and select Remove empty Top Level Folder.

To rename a folder

Right-click the folder and select Properties > Edit description. In the window that appears, edit the folder name as necessary and click Done.