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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:

Step

Result

1

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

List of all forms

2

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

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 Favorite Forms

4

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.

Add to Favorites pop-up

5

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

Note: Several labels can be applied at once, if necessary.

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

  • No labels