Page Comparison

Click on Images to Expand Them

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.

Accessing the Forms Library from Starting Point

Image Removed

Image Added

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 Favourites Favorites proceed as follows:

Expand

title	Step-by-Step

Step

Result

1

Rw ui steps macro

Rw step

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

Image Modified

_{List of all forms}

2

Rw step

Search for the forms you would like to add to your list of

Favourites

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

Image Modified

_{Search for Forms}

3

Rw step

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.

Image Modified

_Marking

Favourite

_{Favorite Forms}

4

Rw step

Add to

Favourites

Favorites pop-up appears.

Choose how to mark forms as

Favourites

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.

Image Removed

Image Added

_{Add to}

Favourites

_{Favorites pop-up}

5

Rw step

Click inside the Label field and either:

Choose an existing label from the dropdown list

.

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

.

Image Removed

.

Note
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.

Image Added

_{Add or choose label}

6

Rw step

Click Add to associate the forms selected with the Label.

Image Removed

Image Added

_{Click Add to associate with label}

7

Rw step

Click Close to close the confirmation screen.

Image Removed

Image Added

_{Confirmation dialog}

Versions Compared

Old Version 46

New Version Current

Key