Open the Forms Library by navigating to Retrieve > Forms.

_{List of all forms}

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

_{Search for Forms}

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 Favorite Forms}

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

Note: Available options will depend on your user access settings and configuration of your Docupace site.

_{Add to Favorites pop-up}

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.

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

_{Add or choose label}

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

_{Click Add to associate with label}

Click Close to close the confirmation screen.

_{Confirmation dialog}

How to Add Forms to Favorites in the Forms Library