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
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:
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:
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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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