| Info |
|---|
| title | Introduction |
|---|
Introduction: This guide provides instructions on how to group Forms that are used on daily basis for quicker access. |
Table of Contents
Creating/Adding Form Favorites from Starting Point & Retrieve
- While you are in Starting Point, and on the Review Summary screen click Add forms.
Navigate to Retrieve > Forms
- Both paths above will open up the Forms domain. You can now search for the forms you would like to add to your bundle. You may search by:
- Form Type
- Form Author
- Form Name
- Once you locate the form(s) you would like to save as a favorite, click the checkbox next to the form(s) and click the Add to Favorites button at the top of the screen.
- Click inside the Label field and either:
- choose an existing label from the dropdown list
- Type in your new label and press the Enter key on your keyboard.
- Click Add to associate the forms selected with the Label.
- Click Close to close the confirmation screen.
Editing the Label Name
- Navigate to the Forms domain. You can access it via Starting Point or Retrieve. Click the Label tab to open it.
Hover over the label you would like to edit and click the pencil icon to edit the Details screen.
Make updates to the Name field. Click Save and Close.
- View your results.
| Page Tree | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Change Log:
Date | Change |
|---|---|
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