Marking Favorite Forms

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}