Marking Favorite Forms

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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.

The Add Forms Button is highlighted by a red arrow.

Accessing the Forms Library from Starting Point

The Forms link in the retrieve dropdown list.

Accessing the Forms Library from Retrieve > Forms menu

To mark Forms as Favourites proceed as follows:

Step-by-Step

	Step	Result
1	Open the Forms Library. E.g. Navigate to Retrieve > Forms.
2	Search for the forms you would like to add to your list of Favourites. Enter relevant criteria into Search Fields and click Search.	Search for Forms
3	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.	Marking Favourite Forms
4	Add to Favourites pop-up appears. Choose how to mark forms as Favourites: For Me - for your own use, For Role - for sharing with others on your team, or For All - for sharing with all company employees. Available options will depend on your user access settings and configuration of your Docupace site.	Add to Favourites pop-up
5	Click inside the Label field and either: Choose an existing label from the dropdown list. Type in your new label and press the Enter key on your keyboard.	Add or choose label
6	Click Add to associate the forms selected with the Label.	Click Add to associate with label
7	Click Close to close the confirmation screen.	Confirmation dialog