You can add Forms to lists of Favorites from the Forms Library.
The Forms Library can be accessed in many ways. For example, when you add a form to a Work Item created through Starting Point, when indexing a Work Item opened from the Dashboard, or you can go directly to the Forms library through Retrieve > Forms menu.
Accessing the Forms Library from Starting Point
Accessing the Forms Library from Retrieve > Forms menu
The process is the same, whether you wish to create a new group of forms or add a form to an already existing Favourites label.
To mark Forms as Favorites proceed as follows:
| title | Step-by-Step |
|---|
Step | Result | |||
|---|---|---|---|---|
| 1 | Open the Forms Library. E.g. Navigate to Retrieve > Forms. |  List of all forms | ||
| 2 | Search for the forms you would like to add to your list of Favorites. Enter relevant criteria into Search Fields and click Search. |  Search for Forms | ||
| 3 | Once you locate the form(s), click the checkboxes next to them in the left-most column. Then click the Add to Favorites button at the top of the screen. |  Marking Favorite Forms | ||
| 4 | Add to Favorites pop-up appears. Choose how to mark forms as Favorites:
Note: Available options will depend on your user access settings and configuration of your Docupace site. |  Add to Favorites pop-up | ||
| 5 | Click inside the Label field and either:
Note: Several labels can be applied at once, if necessary. |  Add or choose label | ||
| 6 | Click Add to associate the forms selected with the Label. |  Click Add to associate with label | ||
| 7 | Click Close to close the confirmation screen. |  Confirmation dialog |