Table of Contents

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}

Step 3: 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

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_{Figure 3: Searching For Forms}

Step 4: 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. 

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_{Figure 4: Add Forms}

Step 5: Click inside the Label field and either:

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_{Figure 5: Add to Favorites}

Click Add to associate the forms selected with the Label. 

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_{Figure 7: Add Button}

Click Close to close the confirmation screen.

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_{Figure 8: Confirmation Page}

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_{Figure 9- Labels Tab}

Step 1: Navigate to the Forms domain. You can access it via Starting Point or Retrieve. Click the Label tab to open it.

Step 1: Access the Forms domain via Starting Point or Retrieve. Search for the form you would like to remove from your favorites. 

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_{Figure 13- Access Favorites}

Step 2: Click on the Details (pencil) icon to access the form details.

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_{Form 14: Form Details}

Step 3: Scroll down to the Favorite Forms section. Select the label(s) you would like to disconnect a form from. (Form may be in multiple saved favorites). 

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_{Figure 15: Remove From Favorites}

Step 4: Click Save and Close. 

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_{Figure 16: Save and Close}

Step 5: Verify the form is no longer part of your label by searching for the label you just removed the form from.

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_{Figure 17: Search for Form}

Step 1: Access the Favorite Forms domain by navigating to Administration > List Domains > Favorite Forms.

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_{Figure 18- Favorite Forms}

Step 2: Search by Form or Label to locate the form you would like to remove from the favorite label. Click on the row or on the pencil icon to edit.

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_{Figure 19: Search}

Step 4: Click the checkbox next to the label(s) you would like to remove from the form. Click Remove to disconnect the form from the label.

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_{Figure 22: Remove Button}

Step 5: Click Save and Close. 

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_{Figure 23: Save and Close Button}

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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. 

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.

1. All Favorite Forms:
   1. Your saved forms favorites and shared saved forms favorites
2. My Favorite Forms: 
   1. Only your saved forms favorites

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Change Log:

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