...
bgColor | #2AB793 |
---|
...
- Step 1: While you are in Starting Point, and on the Review Summary screen click Add forms.
Figure 1: Review Summary Screen
- Step 2: Navigate to Retrieve > Forms
Figure 2: Navigate to the Forms Domain
...
You can add Forms to lists of Favorites from the Forms Library. The process is the same whether you wish to create a new group of forms or add a form to an existing Favorites label. To mark Forms as a Favorite, proceed as follows:
Rw ui steps macro | ||
---|---|---|
Open the Forms Library by navigating to Retrieve > Forms.
Search for the forms you would like to add to your |
...
- Form Type
- Form Author
- Form Name
Figure 3: Searching For Forms
...
list of Favorites. Enter relevant criteria into Search Fields and click Search.
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. |
Figure 4: Add Forms
...
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.
Click inside the Label field and either: |
Figure 5: Add to Favorites
|
...
|
...
|
Figure 6: Add Label
...
Once you have added all the labels you want, click Add to associate the forms selected with the Label. |
Figure 7: Add Button
...
Click Close to close the confirmation screen. |
Figure 8: Confirmation Page