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  •  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

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Figure 2: Navigate to the Forms Domain

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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:

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Open the Forms Library by navigating to Retrieve > Forms.

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Search for the forms you would like to add to your

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  • Form Type
  • Form Author
  • Form Name

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Figure 3: Searching For Forms

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

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Once you locate the form(s)

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, click the

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checkboxes next to

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

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Figure 4: Add 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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Click inside the Label field and either:

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Figure 5: Add to Favorites

  • Choose an existing label from the dropdown list

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  • , or

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

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Figure 6: Add Label

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

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Once you have added all the labels you want, click Add to associate the forms selected with the Label. 

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Figure 7: Add Button

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Click Close to close the confirmation screen.

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Figure 8: Confirmation Page

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