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Introduction |
Form Favorites provides easy access to your most popular forms by grouping them into a bundle for easy retrieval. The steps below will walk through creating/accessing/editing form favorites through Starting Point and Retrieve.
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: This guide provides instructions on how to group Forms that are used on daily basis for quicker access. |
Table of Contents
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Change Log:
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Accessing the Favorites in the Future |
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To access the forms that you have saved as favorites OR forms that others have shared, click on the Search Filter Dropdown at the top left-hand side and change to All Favorite Forms or My Favorite Forms to access the saved favorites. You can also search by the Label to drill down further.
- All Favorite Forms:
- Your saved forms favorites and shared saved forms favorites
- My Favorite Forms:
- Only your saved forms favorites
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Deleting a Label |
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Figure 24- Delete Icon
To delete a label, you must first remove all of the forms from the label following the method in the previous section. You can delete the label by clicking on the trash can icon that appears when you hover over the label line item.
May 2020 | Updated language and screenshots in this guide. |
Prior to May 2020 | Original version of the documentation for the Generally Available version of the Docupace system. |
Audience: All users, who use the Docupace system to process Work Items on daily basis.
Functionality: Form Favorites provides easy access to the Forms that you use most often by grouping them under a label for easier retrieval. The guide describes the steps for marking a Form as a Favorite as well as for accessing it through Starting Point and Retrieve view.
Videos: Video Guide to Form Favorites