---
title: Getting Started with Folders
description: "### Step 0: Overview and Help Before you begin, you can find a high-level overview of your organized and unfiled forms and views by navigating to: - **GravityOps → Folders4Gravity → Overview** This page provides counts of filed vs. unfiled…"
url: "https://brightleafdigital.io/docs/getting-started-with-folders/"
updated: "2026-10-11"
category: Folders4Gravity
---

# Getting Started with Folders

### Step 0: Overview and Help

Before you begin, you can find a high-level overview of your organized and unfiled forms and views by navigating to:

- **GravityOps → Folders4Gravity → Overview**

This page provides counts of filed vs. unfiled items and quick links to the management screens. This documentation is also available right in your dashboard under the **Docs** tab of the same **GravityOps → Folders4Gravity** page.

### Step 1: Create Your First Folder

1. **Navigate to**:
   - **Forms → Form Folders** for organizing Gravity Forms
   - **GravityKit → View Folders** for organizing GravityView Views (if installed)
2. Find the field to enter a **Folder Name**.
3. **Enter a folder name**, such as “Client Forms — 2025” or “Nonprofit Campaigns,” and click **Create Folder**.

Now, you have an empty folder ready for organizing your forms or views.

### Step 2: Assign Forms/Views to Folders

1. **Navigate to the Folder Management Screen** for forms or views.
2. Under **Assign Form(s) to a Folder** (or **Assign View(s) to a Folder** for GravityView), use the **multi-select dropdown** to select one or more forms/views that you want to add to a folder.
3. Choose the folder you created earlier from the **Select a Folder** dropdown.
4. Click the **Assign Form(s)** or **Assign View(s)** button.
5. Alternatively navigate into the folder and assign from there.

### Managing Unfiled Items

Any forms or views that are not yet assigned to a folder are considered "unfiled." You can manage these directly from the main **Form Folders** or **View Folders** management screens:

1. Look for the **Assign Form(s) to a Folder** widget on the management page.
2. The dropdown will list all forms/views that are currently available for assignment.
3. Selecting items and assigning them to a folder will instantly move them out of the "unfiled" pool and into your chosen structure.

Your forms/views are now placed into the folder, and the folder’s item count will update next to its name.