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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

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:

1

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Step

Result

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

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_{List of all forms}

2

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Search for the forms you would like to add to your list of Favorites. Enter relevant criteria into Search Fields and click Search.

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_{Search for Forms}

3

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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.

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_{Marking Favorite Forms}

4

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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}

5

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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.

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.

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_{Add or choose label}

6

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Click Add to associate the forms selected with the Label.

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_{Click Add to associate with label}

7

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Click Close to close the confirmation screen.

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_{Confirmation dialog}

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