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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 daily 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. |
Before May 2020 | The original documentation for the Generally Available version of the Docupace system. |
Audience: All users who use the Docupace system to process Work Items daily.
Functionality: Form Favorites provides easy access to the Forms 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 and for accessing it through the Starting Point and Retrieve views.
Videos: Video Guide to Form Favorites