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You can add Forms to lists of Favorites from the Forms Library.

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The

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Accessing the Forms Library from Starting Point

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Accessing the Forms Library from Retrieve > Forms menu

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process is the same

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whether you wish to create a new group of forms or add a form to an

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existing

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Favorites label.

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To mark Forms as

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a Favorite, proceed as follows:

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Open the Forms Library

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by navigating to Retrieve > Forms.

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Search for the forms you would like to add to your list of Favorites. Enter relevant criteria into Search Fields and click Search.

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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. 

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Add to Favorites pop-up appears.

Choose how to mark forms as Favorites:

  • For Me - for your own use,

  • For Role - for sharing with others on your team, or

  • For All - for sharing with all company employees.

Note: Available options will depend on your user access settings and configuration of your Docupace site.

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Click inside the Label field and either:

  • Choose an existing label from the dropdown list, or

  • Type in your new label and press the Enter key on your keyboard.

Note

Attention:

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Before proceeding, make sure to press the Enter key

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and see the selected or new label appear in the Labelfield

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Note: Several labels can be applied at once, if necessary.

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Once you have added all the labels you want, click Add to associate the forms selected with the Label. 

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Click Close to close the confirmation screen.

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