Grouping and Accessing Favorite Forms in Docupace System

Grouping and Accessing Favorite Forms in Docupace System

Introduction: This guide provides instructions on how to group Forms that are used daily for quicker access.

Table of Contents

Change Log:

Date

Change

Date

Change

May 2020

Updated language and screenshots in this guide.

Before May 2020

The original documentation for the Generally Available version of the Docupace system.

Audience: All users who use the Docupace system to process Work Items daily.

Functionality: Form Favorites provides easy access to the Forms 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 and for accessing it through the Starting Point and Retrieve views.

Videos: Video Guide to Form Favorites