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changes.mady.by.user Mercedes Rothwell

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changes.mady.by.user Mercedes Rothwell

Saved on Jul 14, 2020

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Click on images to expand them.

Step 1: While you are in Starting Point, and on the Review Summary screen click Add forms.

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^{Figure 1: Review Summary Screen}

Step 2: Navigate to Retrieve > Forms

Figure 2: Navigate to the Forms Domain Image Removed

_{Figure 2: Navigate to the Forms Domain}

Step 3: Both paths above will open up the Forms domain. You can now search

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

The Forms Library can be accessed in many ways. For example, when you add a form to a Work Item created through Starting Point, when indexing a Work Item opened from the Dashboard, or you can go directly to the Forms library through Retrieve > Forms menu.

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Accessing the Forms Library from Starting Point

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Accessing the Forms Library from Retrieve > Forms menu

The process is the same, whether you wish to create a new group of forms or add a form to an already existing Favourites label.

To mark Forms as Favorites proceed as follows:

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Open the Forms Library. E.g. Navigate to Retrieve > Forms.

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_{List of all forms}

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Search for the forms you would like to add to your

bundle. You may search by:

Form Type
Form Author
Form Name

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_{Figure 3: Searching For Forms}

Step 4:

list of Favorites. Enter relevant criteria into Search Fields and click Search.

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_{Search for Forms}

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Once you locate the form(s)

you would like to save as a favorite

, click the

checkbox

checkboxes next to

the form(s) and

them in the left-most column. Then click the Add to Favorites button at the top of the screen.

Figure 4: Add Forms Image Removed

_{Figure 4: Add Forms}

Step 5: Step 6: choose

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_{Marking Favorite Forms}

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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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_{Add to Favorites pop-up}

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Click inside the Label field and either:

Figure 5: Add to Favorites Image Removed

_{Figure 5: Add to Favorites}

Choose an existing label from the dropdown list

Step 7:

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

Figure 6: Add Label

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_{Figure 6: Add Label}

Attention: Make sure to press the Enter key, and see the selected or new label appear in the Labelfield before proceeding.

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

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_{Add or choose label}

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Click Add to associate the forms selected with the Label.

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_{Figure 7: Add Button}

_{Click Add to associate with label}

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Click Close to close the confirmation screen.

Figure 8: Confirmation Page

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_{Figure 8: Confirmation Page}

_{Confirmation dialog}